Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$30,242,844
+$5,574,172 QoQ
Shares Held
133,246
+6.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#224
of 1,580 holders
Holding Since
Jun 2020
24 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, 2026USS Investment Management Ltd holds $41,246,318 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
133,246 | $30,242,844 | |
| 2 | VTR |
Ventas, Inc.
|
123,913 | $11,003,474 |
All Filings in WELL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,242,844 | 133,246 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $24,668,672 | 124,772 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $21,966,201 | 118,346 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,867,063 | 111,525 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,144,738 | 111,525 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,104,364 | 111,640 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,077,929 | 111,703 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,872,135 | 123,972 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,911,883 | 123,855 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,369,592 | 121,678 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,504,549 | 105,407 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,147,023 | 111,658 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,547,727 | 105,671 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,575,553 | 105,671 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,214,926 | 94,812 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,977,643 | 92,936 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $9,590,316 | 116,458 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $8,729,584 | 101,779 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,386,589 | 101,779 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $797,760 | 9,600 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $687,648 | 9,600 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $620,352 | 9,600 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $528,864 | 9,600 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $496,800 | 9,600 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||