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Equibles

BROWN ADVISORY INC

Position in WELL — Welltower Inc.

CIK 1345929 BALTIMORE, MD
Back to WELL Full portfolio

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$5,287,266
+$803,401 QoQ
Shares Held
23,295
+2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#442
of 1,589 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

BROWN ADVISORY INC holds $28,491,516 across 9 REIT - Healthcare Facilities names. WELL ranks #2 (18.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CTRE
CareTrust REIT, Inc.
 440,438 $17,771,673
2 WELL
Welltower Inc.
This page 		23,295 $5,287,266
3 OHI
Omega Healthcare Investors Inc
 52,971 $2,525,657
4 DOC
Healthpeak Properties, Inc.
 37,554 $803,655
5 HR
Healthcare Realty Trust Inc
 31,143 $628,154
6 CHCT
Community Healthcare Trust Inc
 30,765 $562,384
7 VTR
Ventas, Inc.
 4,494 $399,067
8 NHI
National Health Investors Inc
 4,000 $305,040

All Filings in WELL

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,287,266 23,295
2026-03-31 $4,483,865 22,679
2025-12-31 $4,195,528 22,604
2025-09-30 $4,382,242 24,600
2025-06-30 $3,797,897 24,705
2025-03-31 $5,407,698 35,296
2024-12-31 $4,395,925 34,880
2024-09-30 $4,511,392 35,237
2024-06-30 $3,690,865 35,404
2024-03-31 $3,413,736 36,534
2023-12-31 $3,320,599 36,826
2023-09-30 $3,211,755 39,206
2023-06-30 $3,260,513 40,308
2023-03-31 $3,533,168 49,284
2022-12-31 $821,996 12,540
2022-09-30 $810,045 12,594
2022-06-30 $965,141 11,720
2022-03-31 $1,185,212 12,328
2021-12-31 $1,078,385 12,573
2021-09-30 $977,099 11,858
2021-06-30 $857,840 10,323
2021-03-31 $918,940 12,829
2020-12-31 $642,515 9,943
2020-09-30 $555,636 10,086
2020-06-30 $527,177 10,187
2020-03-31 $544,597 11,896