Position in WELL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$785,410,083
+$37,692,086 QoQ
Shares Held
3,972,536
-1.4% QoQ
Ownership
0.563%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 82.03092432642524.ToString("F0")%
Shared 0.007451159662240947.ToString("F0")%
None 17.961624513912525.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Bank of New York Mellon Corp holds $1,882,427,194 across 17 REIT - Healthcare Facilities names. WELL ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
3,972,536 | $785,410,083 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
15,456,420 | $253,948,970 | |
| 3 | VTR |
Ventas, Inc.
|
2,837,699 | $232,067,013 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,293,812 | $188,154,834 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
2,558,104 | $93,754,505 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
1,580,920 | $74,556,181 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
3,301,139 | $63,480,896 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
3,536,787 | $60,090,004 |
All Filings in WELL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $785,410,083 | 3,972,536 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $747,717,997 | 4,028,436 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $714,863,875 | 4,012,933 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $617,373,368 | 4,015,959 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $596,005,430 | 3,890,121 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $489,585,457 | 3,884,674 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $482,353,528 | 3,767,504 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $419,726,966 | 4,026,158 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $363,175,856 | 3,886,728 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $359,800,202 | 3,990,243 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $325,541,799 | 3,973,899 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $327,055,328 | 4,043,211 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $291,319,978 | 4,063,607 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $274,926,000 | 4,194,142 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $263,837,546 | 4,101,952 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $334,614,397 | 4,063,320 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $382,331,757 | 3,976,823 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $337,250,721 | 3,932,036 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $343,514,389 | 4,168,864 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $356,178,477 | 4,286,143 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $309,289,524 | 4,317,877 | Shares | Other | 2021-05-13 | |
| 2020-09-30 | $243,530,737 | 4,420,598 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $227,575,228 | 4,397,589 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $208,593,544 | 4,556,434 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||