Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,935,629
+$1,109,580 QoQ
Shares Held
12,934
+40.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#540
of 1,577 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, 2026BROWN BROTHERS HARRIMAN & CO holds $3,884,669 across 9 REIT - Healthcare Facilities names. WELL ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
12,934 | $2,935,629 | |
| 2 | VTR |
Ventas, Inc.
|
6,781 | $602,152 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
12,650 | $270,710 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
1,374 | $55,440 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
365 | $7,362 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
121 | $5,769 | |
| 7 | CHCT |
Community Healthcare Trust Inc
|
312 | $5,703 | |
| 8 | NHI |
National Health Investors Inc
|
24 | $1,830 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,935,629 | 12,934 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,826,049 | 9,236 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $741,883 | 3,997 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $446,775 | 2,508 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $170,486 | 1,109 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,836 | 136 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $17,770 | 141 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,529 | 51 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,316 | 51 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,109 | 151 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $25,608 | 284 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $31,211 | 381 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $28,230 | 349 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $25,163 | 351 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $19,533 | 298 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $21,096 | 328 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,222 | 282 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $18,651 | 194 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $39,711 | 463 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $38,151 | 463 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $38,475 | 463 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $32,305 | 451 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $55,637 | 861 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,360 | 61 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,415 | 66 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $76,727 | 1,676 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||