Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$188,023,763
+$29,860,509 QoQ
Shares Held
828,408
+3.6% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#94
of 1,581 holders
Holding Since
Mar 2026
2 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, 2026Vanguard Investments Australia, Ltd. holds $302,922,186 across 13 REIT - Healthcare Facilities names. WELL ranks #1 (62.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
828,408 | $188,023,763 | |
| 2 | VTR |
Ventas, Inc.
|
562,846 | $49,980,724 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
633,764 | $13,562,549 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
272,807 | $13,007,437 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
172,546 | $8,998,273 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
203,956 | $8,229,624 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
306,186 | $6,175,771 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
231,169 | $4,510,107 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,023,763 | 828,408 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $158,163,254 | 799,976 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||