Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$109,057,042
+$19,822,018 QoQ
Shares Held
480,491
+6.5% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#122
of 1,586 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $366,788,756 across 17 REIT - Healthcare Facilities names. WELL ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
5,632,580 | $120,537,212 | |
| 2 | WELL |
Welltower Inc.
This page
|
480,491 | $109,057,042 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
728,683 | $38,000,818 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
738,084 | $35,191,845 | |
| 5 | VTR |
Ventas, Inc.
|
266,459 | $23,661,559 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
265,332 | $10,706,146 | |
| 7 | 267,235 | $8,113,254 | |||
| 8 | HR |
Healthcare Realty Trust Inc
|
322,085 | $6,496,454 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,057,042 | 480,491 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $89,235,024 | 451,343 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $68,101,237 | 366,905 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $57,214,470 | 321,177 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $44,256,868 | 287,887 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $39,536,146 | 258,052 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $31,302,575 | 248,374 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $27,678,805 | 216,190 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $21,441,514 | 205,674 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $16,563,828 | 177,267 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,045,225 | 166,854 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,471,664 | 152,242 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,580,174 | 155,522 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,807,195 | 150,749 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,705,757 | 163,322 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,665,027 | 165,812 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,438,696 | 163,190 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,884,154 | 144,416 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,306,029 | 131,818 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,156,129 | 123,254 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,969,257 | 119,967 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,378,131 | 116,964 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,579,996 | 101,826 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,138,740 | 93,279 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,986,423 | 96,356 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $13,423,611 | 293,220 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||