Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$47,101,495
+$3,132,571 QoQ
Shares Held
207,523
-6.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#187
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, 2026Gotham Asset Management, LLC holds $224,675,584 across 8 REIT - Healthcare Facilities names. WELL ranks #3 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
728,429 | $64,684,495 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
2,654,299 | $53,537,210 | |
| 3 | WELL |
Welltower Inc.
This page
|
207,523 | $47,101,495 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
917,196 | $43,731,905 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
661,535 | $14,156,849 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
11,161 | $582,046 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
23,516 | $458,797 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
10,478 | $422,787 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,101,495 | 207,523 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $43,968,924 | 222,391 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,583,211 | 170,159 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,364,820 | 142,387 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,299,209 | 99,520 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,956,813 | 71,515 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,295,798 | 65,824 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,543,144 | 35,485 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,695,454 | 35,448 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,778,158 | 29,732 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,323,244 | 14,675 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,253,864 | 27,513 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,251,411 | 27,833 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,776,338 | 38,727 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,971,643 | 45,334 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $366,881 | 5,704 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $383,915 | 4,662 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,430,947 | 14,884 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,485,793 | 17,323 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $548,042 | 6,651 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $839,559 | 10,103 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $650,042 | 9,075 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,174,786 | 33,655 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,893,767 | 52,528 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,490,865 | 28,809 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,057,371 | 66,784 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||