Position in WELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,455,253
+$1,365,605 QoQ
Shares Held
28,441
+10.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#406
of 1,581 holders
Holding Since
Dec 2020
23 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, 2026TOKIO MARINE ASSET MANAGEMENT CO LTD holds $8,228,233 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (78.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
28,441 | $6,455,253 | |
| 2 | VTR |
Ventas, Inc.
|
19,966 | $1,772,980 |
All Filings in WELL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,455,253 | 28,441 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $5,089,648 | 25,743 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,483,966 | 24,158 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $4,120,200 | 23,129 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $3,422,798 | 22,265 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,091,777 | 20,180 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,444,225 | 19,394 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $2,257,937 | 17,636 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $1,598,256 | 15,331 | Shares | Defined | 2024-07-26 | |
| 2024-03-31 | $1,313,018 | 14,052 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $1,121,354 | 12,436 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $963,051 | 11,756 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $852,499 | 10,539 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $685,069 | 9,556 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $499,687 | 7,623 | Shares | Defined | 2023-01-26 | |
| 2022-09-30 | $448,889 | 6,979 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $483,559 | 5,872 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $495,217 | 5,151 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $397,887 | 4,639 | Shares | Defined | 2022-01-26 | |
| 2021-09-30 | $365,938 | 4,441 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $304,395 | 3,663 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $285,159 | 3,981 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $262,421 | 4,061 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||