Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$504,100
+$167,400 QoQ
Shares Held
2,221
+30.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#930
of 1,580 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Advisors Capital Management, LLC holds $191,725,193 across 6 REIT - Healthcare Facilities names. WELL ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBRA |
Sabra Health Care REIT, Inc.
|
2,528,334 | $49,327,796 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
975,875 | $46,529,720 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
1,576,297 | $33,732,755 | |
| 4 | LTC |
Ltc Properties Inc
|
810,087 | $31,147,845 | |
| 5 | MPT |
Medical Properties Trust Inc
|
6,598,047 | $30,482,977 | |
| 6 | WELL |
Welltower Inc.
This page
|
2,221 | $504,100 |
All Filings in WELL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,100 | 2,221 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||