Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$138,369,082
+$96,676,393 QoQ
Shares Held
609,636
+189.1% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#104
of 1,580 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CI INVESTMENTS INC. holds $211,499,945 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
609,636 | $138,369,082 | |
| 2 | VTR |
Ventas, Inc.
|
691,749 | $61,427,311 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
111,207 | $5,799,445 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
246,137 | $5,267,331 | |
| 5 | NHP |
National Healthcare Properties, Inc.
|
43,466 | $636,776 |
All Filings in WELL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,369,082 | 609,636 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $41,692,689 | 210,878 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $39,850,467 | 214,700 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $37,007,516 | 207,744 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $34,128,674 | 222,004 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $33,906,292 | 221,306 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $28,286,929 | 224,446 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $29,546,763 | 230,780 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $23,942,055 | 229,660 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,622,773 | 210,004 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,772,142 | 64,014 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,326,356 | 65,019 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $110,657 | 1,368 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $89,827 | 1,253 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $85,280 | 1,301 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $39,106 | 608 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,611 | 56 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,903 | 51 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,374 | 51 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,202 | 51 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $370,039 | 8,083 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||