Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,239,503
+$6,296,197 QoQ
Shares Held
243,378
-1.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#171
of 1,589 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 78%
Shared 5%
None 17%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $96,958,160 across 10 REIT - Healthcare Facilities names. WELL ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
243,378 | $55,239,503 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
368,352 | $17,563,022 | |
| 3 | VTR |
Ventas, Inc.
|
100,196 | $8,897,404 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
242,389 | $5,187,123 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
194,551 | $3,924,092 | |
| 6 | MPT |
Medical Properties Trust Inc
|
515,086 | $2,379,695 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
41,707 | $1,682,876 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
52,210 | $1,018,616 |
All Filings in WELL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,239,503 | 243,378 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $48,943,306 | 247,551 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $45,552,961 | 245,423 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $42,099,469 | 236,328 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $36,113,944 | 234,918 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $35,021,354 | 228,584 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $28,660,986 | 227,414 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $28,949,375 | 226,114 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $21,714,962 | 208,297 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,215,198 | 184,238 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $15,158,118 | 168,106 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $8,747,581 | 106,782 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,482,734 | 117,230 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,308,588 | 129,845 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,759,963 | 194,660 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $251,684 | 3,913 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $303,295 | 3,683 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $224,545 | 2,618 | Shares | Sole | 2022-02-14 | |
| 2020-03-31 | $3,852,158 | 84,145 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||