Position in WELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$650,042
+$96,454 QoQ
Shares Held
2,864
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#857
of 1,580 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MATHER GROUP, LLC. holds $2,310,070 across 7 REIT - Healthcare Facilities names. WELL ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
17,065 | $1,515,372 | |
| 2 | WELL |
Welltower Inc.
This page
|
2,864 | $650,042 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
5,918 | $126,645 | |
| 4 | LTC |
Ltc Properties Inc
|
300 | $11,535 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
91 | $4,338 | |
| 6 | NHI |
National Health Investors Inc
|
26 | $1,982 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
8 | $156 |
All Filings in WELL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,042 | 2,864 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $553,588 | 2,800 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $496,877 | 2,677 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $423,438 | 2,377 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $360,804 | 2,347 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $351,770 | 2,296 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $258,739 | 2,053 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $253,243 | 1,978 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $201,932 | 1,937 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $181,740 | 1,945 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||