Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$59,465,232
+$5,075,409 QoQ
Shares Held
261,996
-4.8% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
5.96%
of 13F equity value
Holder Rank
#164
of 1,589 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, 2026Uniplan Investment Counsel, Inc. holds $132,853,908 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
261,996 | $59,465,232 | |
| 2 | VTR |
Ventas, Inc.
|
316,780 | $28,130,064 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
244,270 | $11,646,793 | |
| 4 | XRN |
Chiron Real Estate Inc.
|
297,835 | $11,174,767 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
225,612 | $9,103,444 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
133,114 | $6,941,894 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
237,567 | $4,634,932 | |
| 8 | STRW |
Strawberry Fields REIT, Inc.
|
127,766 | $1,756,782 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,465,232 | 261,996 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $54,389,823 | 275,099 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $53,241,671 | 286,847 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $57,855,596 | 324,776 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $48,302,427 | 314,203 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $49,052,479 | 320,165 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $43,233,079 | 343,038 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $44,856,718 | 350,361 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,913,884 | 382,867 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $42,418,676 | 453,967 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $42,427,149 | 470,524 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $34,978,283 | 426,981 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $33,140,633 | 409,700 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,726,979 | 428,609 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $28,293,674 | 431,635 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $28,949,081 | 450,079 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $36,206,577 | 439,667 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $40,862,191 | 425,028 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $35,446,510 | 413,274 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $35,477,979 | 430,558 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $34,830,617 | 419,141 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $31,116,215 | 434,402 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $28,050,443 | 434,083 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $25,685,381 | 466,244 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $24,841,759 | 480,034 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $23,394,175 | 511,013 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||