Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$134,264,102
+$5,710,689 QoQ
Shares Held
591,550
-9.0% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#105
of 1,580 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $304,761,399 across 12 REIT - Healthcare Facilities names. WELL ranks #1 (44.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
591,550 | $134,264,102 | |
| 2 | VTR |
Ventas, Inc.
|
1,106,714 | $98,276,203 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
1,106,060 | $23,669,683 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
439,424 | $22,915,961 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
288,503 | $13,755,822 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
231,402 | $9,337,070 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
36,939 | $745,059 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
23,410 | $456,728 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,264,102 | 591,550 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $128,553,413 | 650,212 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $121,050,015 | 652,174 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $125,061,939 | 702,043 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $119,666,352 | 778,419 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $103,611,633 | 676,272 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $69,100,610 | 548,287 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $78,490,070 | 613,060 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $64,015,441 | 614,057 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $59,939,330 | 641,474 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $65,834,468 | 730,115 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $67,893,247 | 828,775 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $68,700,765 | 849,311 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $77,849,173 | 1,085,914 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $77,972,773 | 1,189,516 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $81,900,263 | 1,273,325 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $108,432,797 | 1,316,731 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $127,048,240 | 1,321,492 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $108,447,759 | 1,264,402 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $84,064,974 | 1,020,206 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $83,016,733 | 998,998 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $70,096,401 | 978,590 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $49,938,787 | 772,807 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $34,438,190 | 625,126 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $29,303,385 | 566,249 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $22,901,672 | 500,255 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||