Position in WELL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$159,879,970
+$40,939,598 QoQ
Shares Held
808,659
+26.2% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Korea Investment CORP holds $181,235,750 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (88.2% of the industry book) .
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $159,879,970 | 808,659 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $118,940,372 | 640,808 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $142,596,438 | 800,474 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $116,435,870 | 757,405 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $105,359,452 | 687,680 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $60,487,468 | 479,945 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $31,202,447 | 243,712 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $52,938,775 | 507,806 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $46,062,743 | 492,966 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $48,181,978 | 534,346 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $44,444,303 | 542,533 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $33,956,408 | 419,785 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $30,572,128 | 426,449 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $23,856,463 | 363,943 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $23,190,318 | 360,546 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $29,042,127 | 352,667 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,756,770 | 205,500 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,431,191 | 98,300 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,954,560 | 84,400 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,985,730 | 168,300 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $14,454,934 | 201,800 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $10,584,756 | 163,800 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $10,164,105 | 184,500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,911,900 | 326,800 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $14,558,040 | 318,000 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||