Rafferty Asset Management, LLC

Position in WELL — Welltower Inc.

CIK 1389426 New York, NY

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$18,045,249

+$6,325,198 QoQ

Shares Held

79,505

+34.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#283

of 1,580 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Rafferty Asset Management, LLC holds $25,478,372 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (70.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	79,505	$18,045,249
2	VTR	Ventas, Inc.	60,509	$5,373,199
3	DOC	Healthpeak Properties, Inc.	85,802	$1,836,162
4	OHI	Omega Healthcare Investors Inc	4,693	$223,762

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,045,249	79,505	+34.1%	Shares	Sole	2026-08-14
2026-03-31	$11,720,051	59,279	-25.8%	Shares	Sole	2026-05-15
2025-12-31	$14,830,795	79,903	-4.1%	Shares	Sole	2026-02-13
2025-09-30	$14,838,349	83,296	+5.8%	Shares	Sole	2025-11-12
2025-06-30	$12,103,470	78,732	+18.5%	Shares	Sole	2025-08-14
2025-03-31	$10,177,127	66,426	-14.7%	Shares	Sole	2025-05-14
2024-12-31	$9,810,553	77,843	-5.4%	Shares	Sole	2025-02-14
2024-09-30	$10,531,491	82,258	-0.4%	Shares	Sole	2024-11-13
2024-06-30	$8,606,254	82,554	+24.5%	Shares	Sole	2024-08-13
2024-03-31	$6,194,791	66,297	-10.7%	Shares	Sole	2024-05-13
2023-12-31	$6,694,851	74,247	+28.1%	Shares	Sole	2024-02-13
2023-09-30	$4,747,673	57,955	+9.6%	Shares	Sole	2023-11-13
2023-06-30	$4,278,595	52,894	+6.5%	Shares	Sole	2023-08-11
2023-03-31	$3,560,412	49,664	+15.3%	Shares	Sole	2023-05-11
2022-12-31	$2,822,910	43,065	+56.5%	Shares	Sole	2023-02-13
2022-09-30	$1,769,443	27,510	+30.6%	Shares	Sole	2022-11-14
2022-06-30	$1,735,196	21,071	-11.4%	Shares	Sole	2022-08-12
2022-03-31	$2,287,555	23,794	+4.9%	Shares	Sole	2022-05-13
2021-12-31	$1,945,949	22,688	-15.9%	Shares	Sole	2022-02-10
2021-09-30	$2,222,822	26,976	-40.9%	Shares	Sole	2021-11-10
2021-06-30	$3,793,348	45,648	+45.3%	Shares	Sole	2021-08-10
2021-03-31	$2,250,399	31,417	+93.8%	Shares	Sole	2021-05-10
2020-12-31	$1,047,619	16,212	+1.0%	Shares	Sole	2021-02-10
2020-09-30	$884,525	16,056	-83.9%	Shares	Sole	2020-11-13
2020-06-30	$5,158,440	99,680	+475.5%	Shares	Sole	2020-08-07
2020-03-31	$792,955	17,321	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.