Position in WELL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,462,140
+$201,146 QoQ
Shares Held
6,442
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#656
of 1,580 holders
Holding Since
Mar 2020
26 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $1,537,827 across 11 REIT - Healthcare Facilities names. WELL ranks #1 (95.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
6,442 | $1,462,140 | |
| 2 | VTR |
Ventas, Inc.
|
305 | $27,084 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
250 | $11,920 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
390 | $8,346 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
195 | $7,868 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
145 | $7,561 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
315 | $6,353 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
205 | $3,999 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,462,140 | 6,442 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,260,994 | 6,378 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,201,453 | 6,473 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,255,708 | 7,049 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,081,490 | 7,035 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,071,397 | 6,993 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $878,807 | 6,973 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $892,753 | 6,973 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $728,707 | 6,990 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $653,145 | 6,990 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $630,288 | 6,990 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $572,211 | 6,985 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $564,207 | 6,975 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $382,967 | 5,342 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $405,688 | 6,189 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $402,257 | 6,254 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $524,898 | 6,374 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $604,912 | 6,292 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $552,616 | 6,443 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $537,742 | 6,526 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $434,197 | 5,225 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $373,550 | 5,215 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $336,993 | 5,215 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $287,294 | 5,215 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $269,514 | 5,208 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $237,735 | 5,193 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||