Position in WELL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,483,865
+$288,337 QoQ
Shares Held
22,679
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026BROWN ADVISORY INC holds $9,285,569 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
22,679 | $4,483,865 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
53,063 | $2,325,220 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
37,587 | $617,554 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
31,143 | $529,119 | |
| 5 | CHCT |
Community Healthcare Trust Inc
|
30,765 | $488,855 | |
| 6 | NHI |
National Health Investors Inc
|
4,000 | $323,440 | |
| 7 | VTR |
Ventas, Inc.
|
3,826 | $312,890 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
10,641 | $204,626 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,483,865 | 22,679 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,195,528 | 22,604 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,382,242 | 24,600 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,797,897 | 24,705 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $5,407,698 | 35,296 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $4,395,925 | 34,880 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,511,392 | 35,237 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,690,865 | 35,404 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,413,736 | 36,534 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $3,320,599 | 36,826 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $3,211,755 | 39,206 | Shares | Defined | 2023-10-25 | |
| 2023-06-30 | $3,260,513 | 40,308 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $3,533,168 | 49,284 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $821,996 | 12,540 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $810,045 | 12,594 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $965,141 | 11,720 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $1,185,212 | 12,328 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $1,078,385 | 12,573 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $977,099 | 11,858 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $857,840 | 10,323 | Shares | Defined | 2021-07-29 | |
| 2021-03-31 | $918,940 | 12,829 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $642,515 | 9,943 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $555,636 | 10,086 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $527,177 | 10,187 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $544,597 | 11,896 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||