Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$22,989,110
+$2,812,805 QoQ
Shares Held
101,287
-0.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#251
of 1,589 holders
Holding Since
Dec 2022
15 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, 2026OVERSEA-CHINESE BANKING Corp Ltd holds $36,635,177 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (62.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
101,287 | $22,989,110 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
144,735 | $7,547,930 | |
| 3 | VTR |
Ventas, Inc.
|
26,540 | $2,356,752 | |
| 4 | NHP |
National Healthcare Properties, Inc.
|
133,452 | $1,955,071 | |
| 5 | NHI |
National Health Investors Inc
|
23,424 | $1,786,314 |
All Filings in WELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,989,110 | 101,287 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $20,176,305 | 102,050 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $19,482,924 | 104,967 | Shares | Defined | 2026-04-28 | |
| 2025-09-30 | $21,627,621 | 121,408 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $18,849,142 | 122,612 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $18,646,575 | 121,706 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $16,789,464 | 133,218 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $20,231,556 | 158,022 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $13,045,115 | 125,133 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $11,452,473 | 122,565 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $12,209,559 | 135,406 | Shares | Defined | 2024-05-21 | |
| 2023-09-30 | $13,027,000 | 159,021 | Shares | Defined | 2024-04-30 | |
| 2023-06-30 | $13,437,770 | 166,124 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $11,851,575 | 165,317 | Shares | Defined | 2023-09-15 | |
| 2022-12-31 | $13,626,599 | 207,881 | Shares | Defined | 2023-09-15 | |
| No filing history on record for this holder in this stock. | ||||||