Position in WELL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$85,073,816
-$3,415,562 QoQ
Shares Held
430,296
-9.7% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.48640005949393.ToString("F0")%
Shared 0.ToString("F0")%
None 0.5135999405060703.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026AQR CAPITAL MANAGEMENT LLC holds $594,136,093 across 16 REIT - Healthcare Facilities names. WELL ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
2,934,067 | $239,947,993 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
2,358,428 | $103,346,311 | |
| 3 | WELL |
Welltower Inc.
This page
|
430,296 | $85,073,816 | |
| 4 | MPT |
Medical Properties Trust Inc
|
11,057,099 | $51,194,363 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
2,964,095 | $50,359,970 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
1,413,986 | $27,190,947 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
736,090 | $12,093,955 | |
| 8 | UHT |
Universal Health Realty Income Trust
|
146,612 | $5,933,383 |
All Filings in WELL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,073,816 | 430,296 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $88,489,378 | 476,749 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $152,037,142 | 853,470 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $67,110,828 | 436,550 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $39,371,136 | 256,975 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $30,984,978 | 245,854 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $44,447,918 | 347,168 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $14,182,690 | 136,045 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $13,175,038 | 141,000 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $9,110,324 | 101,035 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,625,027 | 105,286 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,860,888 | 97,180 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $7,545,228 | 105,248 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $7,822,212 | 119,332 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,835,397 | 121,819 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,503,646 | 176,122 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $16,524,831 | 171,883 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $14,850,817 | 173,147 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $15,625,429 | 189,629 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $15,078,993 | 181,456 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $12,726,788 | 177,674 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $12,386,167 | 191,677 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $11,562,729 | 209,888 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $15,612,095 | 301,683 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $12,778,615 | 279,131 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||