Position in WELL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$89,235,024
+$21,133,787 QoQ
Shares Held
451,343
+23.0% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 12.828824198004622.ToString("F0")%
Shared 0.ToString("F0")%
None 87.17117580199539.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $288,974,194 across 15 REIT - Healthcare Facilities names. WELL ranks #1 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
451,343 | $89,235,024 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
5,398,936 | $88,704,518 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
681,980 | $32,162,176 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
690,920 | $30,276,114 | |
| 5 | VTR |
Ventas, Inc.
|
209,926 | $17,167,748 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
311,433 | $7,374,733 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
177,614 | $6,509,553 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
322,821 | $5,484,728 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||