Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,726,240
+$13,654,808 QoQ
Shares Held
329,234
+6.6% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#146
of 1,580 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Ensign Peak Advisors, Inc holds $99,284,883 across 11 REIT - Healthcare Facilities names. WELL ranks #1 (75.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
329,234 | $74,726,240 | |
| 2 | VTR |
Ventas, Inc.
|
137,422 | $12,203,073 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
165,967 | $7,913,306 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
26,091 | $1,052,771 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
44,815 | $959,041 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
13,300 | $693,595 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
31,583 | $616,184 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
24,694 | $498,077 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,726,240 | 329,234 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $61,071,432 | 308,894 | Shares | Sole | 2026-08-18 | |
| 2025-12-31 | $27,713,429 | 149,310 | Shares | Sole | 2026-08-18 | |
| 2025-09-30 | $30,568,467 | 171,598 | Shares | Sole | 2026-08-18 | |
| 2025-06-30 | $27,586,848 | 179,450 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,437,456 | 166,030 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,482,299 | 146,650 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,480,490 | 144,345 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,454,679 | 138,654 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,026,796 | 43,095 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,257,856 | 25,040 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,271,808 | 15,525 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,679,686 | 45,490 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $845,942 | 11,800 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $773,490 | 11,800 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $758,976 | 11,800 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,087,843 | 13,210 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,010,383 | 20,911 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,822,347 | 32,906 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,928,743 | 35,543 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,177,245 | 38,234 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,831,417 | 53,489 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $7,027,231 | 108,747 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,470,265 | 117,449 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,315,655 | 160,689 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $6,713,591 | 146,649 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||