SG Americas Securities, LLC
Broker-DealerPosition in WELL — Welltower Inc.
CIK 1313360
NEW YORK, NY
Position in WELL
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$222,007,372
+$173,691,605 QoQ
Shares Held
1,122,894
+331.4% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026SG Americas Securities, LLC holds $345,722,819 across 16 REIT - Healthcare Facilities names. WELL ranks #1 (64.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,122,894 | $222,007,372 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
850,861 | $31,184,055 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
583,976 | $25,589,828 | |
| 4 | VTR |
Ventas, Inc.
|
311,502 | $25,474,633 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
1,140,062 | $18,731,218 | |
| 6 | NHI |
National Health Investors Inc
|
110,587 | $8,942,064 | |
| 7 | MPT |
Medical Properties Trust Inc
|
1,522,327 | $7,048,374 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
53,563 | $2,526,031 |
All Filings in WELL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,007,372 | 1,122,894 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $48,315,767 | 260,308 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $51,175,168 | 287,275 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,025,560 | 19,681 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,670,142 | 10,901 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,033,872 | 16,138 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $9,535,802 | 74,481 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $10,728,054 | 102,907 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $16,510,007 | 176,691 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,670,881 | 62,891 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $4,328,243 | 52,835 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,689,279 | 82,696 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $442,470 | 6,172 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,370,781 | 20,912 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $598,819 | 9,310 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,082,442 | 37,431 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,180,551 | 22,681 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $6,678,995 | 77,871 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $314,603 | 3,818 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $206,171 | 2,481 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,025,839 | 28,282 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $632,306 | 9,785 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $785,803 | 14,264 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,138,724 | 41,328 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $6,228,460 | 136,052 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||