Position in WELL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$54,389,823
+$1,148,152 QoQ
Shares Held
275,099
-4.1% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
6.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Uniplan Investment Counsel, Inc. holds $121,904,225 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
275,099 | $54,389,823 | |
| 2 | VTR |
Ventas, Inc.
|
331,765 | $27,131,741 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
252,200 | $11,051,403 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
235,719 | $8,639,101 | |
| 5 | XRN |
Chiron Real Estate Inc.
|
239,525 | $7,923,485 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
138,028 | $6,509,400 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
248,230 | $4,773,462 | |
| 8 | STRW |
Strawberry Fields REIT, Inc.
|
124,858 | $1,485,810 |
All Filings in WELL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||