Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$529,838,768
+$107,224,549 QoQ
Shares Held
2,334,400
+9.2% QoQ
Ownership
0.331%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#43
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, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $753,514,339 across 16 REIT - Healthcare Facilities names. WELL ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,334,400 | $529,838,768 | |
| 2 | VTR |
Ventas, Inc.
|
1,581,541 | $140,440,840 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
1,466,911 | $31,391,895 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
255,444 | $12,179,569 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
196,827 | $10,264,528 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
202,342 | $8,164,499 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
296,974 | $5,989,965 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
216,855 | $4,230,841 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,838,768 | 2,334,400 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $422,614,219 | 2,137,546 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $364,933,018 | 1,966,128 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $325,347,235 | 1,826,357 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $254,446,670 | 1,655,153 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $232,742,689 | 1,519,109 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $169,008,498 | 1,341,018 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $157,864,958 | 1,233,031 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $121,860,744 | 1,168,928 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $91,578,862 | 980,082 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $77,971,802 | 864,720 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $64,109,690 | 782,589 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $57,345,752 | 708,935 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $45,284,637 | 631,673 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $37,905,139 | 578,263 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $32,980,916 | 512,763 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $37,775,427 | 458,718 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $39,733,989 | 413,293 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $32,945,800 | 384,118 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $27,920,828 | 338,845 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $25,902,270 | 311,700 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $20,296,790 | 283,356 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $16,664,916 | 257,891 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $13,570,374 | 246,331 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $11,142,085 | 215,306 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $8,526,982 | 186,260 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||