Position in WELL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$25,325,766
+$2,854,839 QoQ
Shares Held
111,582
-1.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#241
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, 2026Calamos Advisors LLC holds $35,657,857 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (71.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
111,582 | $25,325,766 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
482,808 | $10,332,091 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,325,766 | 111,582 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $22,470,927 | 113,656 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $21,095,690 | 113,656 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $21,068,795 | 118,271 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $18,181,800 | 118,271 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $18,120,299 | 118,271 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $14,739,712 | 116,954 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $14,973,620 | 116,954 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $12,491,547 | 119,823 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $11,604,967 | 124,197 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $11,480,534 | 127,321 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $10,566,369 | 128,984 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $10,433,515 | 128,984 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $9,246,862 | 128,984 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $9,511,960 | 145,110 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $10,952,666 | 170,284 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $14,022,887 | 170,284 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $15,930,974 | 165,706 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $12,309,538 | 143,518 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $11,368,480 | 137,967 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $10,466,694 | 125,953 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $6,954,628 | 97,091 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $6,080,160 | 94,091 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $5,408,020 | 98,167 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $5,525,968 | 106,782 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $7,783,286 | 170,015 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||