Position in WELL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$336,700
+$33,043 QoQ
Shares Held
1,703
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Advisors Capital Management, LLC holds $171,778,769 across 6 REIT - Healthcare Facilities names. WELL ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBRA |
Sabra Health Care REIT, Inc.
|
2,436,084 | $46,845,895 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
942,374 | $41,294,828 | |
| 3 | MPT |
Medical Properties Trust Inc
|
6,376,350 | $29,522,500 | |
| 4 | LTC |
Ltc Properties Inc
|
783,747 | $29,124,038 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
1,500,597 | $24,654,808 | |
| 6 | WELL |
Welltower Inc.
This page
|
1,703 | $336,700 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $336,700 | 1,703 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $303,657 | 1,636 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $270,416 | 1,518 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $218,450 | 1,421 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $222,767 | 1,454 | Shares | Sole | 2025-05-27 | |
| 2024-09-30 | $219,443 | 1,714 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||