Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$128,864,939
+$27,279,368 QoQ
Shares Held
567,762
+10.5% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#110
of 1,586 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, 2026Mitsubishi UFJ Trust & Banking Corp holds $179,177,797 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (71.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
567,762 | $128,864,939 | |
| 2 | VTR |
Ventas, Inc.
|
407,928 | $36,224,005 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
284,261 | $11,469,930 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
89,810 | $1,811,467 | |
| 5 | MPT |
Medical Properties Trust Inc
|
88,413 | $408,468 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
3,864 | $184,235 | |
| 7 | NHI |
National Health Investors Inc
|
2,243 | $171,051 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
2,240 | $43,702 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,864,939 | 567,762 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $101,585,571 | 513,811 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $92,111,373 | 496,263 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $89,084,428 | 500,081 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $77,301,130 | 502,837 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $77,205,888 | 503,922 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $50,750,768 | 402,688 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $35,779,263 | 279,460 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $27,686,401 | 265,577 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $38,435,514 | 411,339 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $48,023,367 | 532,587 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $60,118,464 | 733,868 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $59,340,659 | 733,597 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $52,963,494 | 738,785 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $37,001,072 | 564,471 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $35,350,849 | 549,609 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $44,788,186 | 543,876 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $44,381,107 | 461,630 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $21,044,182 | 245,356 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $36,209,937 | 439,441 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $68,616,084 | 825,705 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $66,480,946 | 928,116 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $71,020,997 | 1,099,056 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $59,364,650 | 1,077,594 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $56,425,455 | 1,090,347 | Shares | Defined | 2020-09-11 | |
| 2020-03-31 | $18,584,664 | 405,956 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||