Position in WELL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$658,595,929
+$8,795,184 QoQ
Shares Held
3,331,121
-4.8% QoQ
Ownership
0.472%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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, 2026Amundi holds $904,249,294 across 13 REIT - Healthcare Facilities names. WELL ranks #1 (72.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
3,331,121 | $658,595,929 | |
| 2 | VTR |
Ventas, Inc.
|
1,660,529 | $135,798,059 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
3,784,577 | $62,180,599 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
561,700 | $24,613,694 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
135,607 | $4,969,996 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
102,179 | $4,818,761 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
182,620 | $3,511,782 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
191,204 | $3,248,555 |
All Filings in WELL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $658,595,929 | 3,331,121 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $649,800,745 | 3,500,893 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $738,649,490 | 4,146,455 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $624,823,285 | 4,064,420 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $581,911,182 | 3,798,128 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $475,615,410 | 3,773,827 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $407,720,747 | 3,184,572 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $321,544,839 | 3,084,363 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $301,487,331 | 3,226,534 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $237,720,219 | 2,636,356 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $215,179,998 | 2,626,709 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $213,446,378 | 2,638,724 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $184,939,762 | 2,579,715 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $179,928,780 | 2,744,909 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $172,683,244 | 2,684,752 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $135,202,799 | 1,641,807 | Shares | Defined | 2022-09-02 | |
| 2022-03-31 | $165,788,905 | 1,724,453 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $96,464,399 | 1,124,687 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $97,391,030 | 1,181,930 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $107,595,799 | 1,294,775 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||