Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$47,721,350
+$6,218,660 QoQ
Shares Held
210,254
+0.2% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#184
of 1,581 holders
Holding Since
Dec 2021
19 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, 2026Metis Global Partners, LLC holds $77,282,006 across 11 REIT - Healthcare Facilities names. WELL ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
210,254 | $47,721,350 | |
| 2 | VTR |
Ventas, Inc.
|
138,412 | $12,290,985 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
192,639 | $4,122,474 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
77,651 | $3,702,399 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
50,167 | $2,616,209 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
61,604 | $2,485,721 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
90,366 | $1,822,682 | |
| 8 | NHI |
National Health Investors Inc
|
12,642 | $964,078 |
All Filings in WELL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,721,350 | 210,254 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $41,502,690 | 209,917 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $35,609,649 | 191,852 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $31,900,776 | 179,077 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $20,594,285 | 133,964 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $16,492,443 | 107,646 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $11,871,017 | 94,192 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,601,822 | 90,618 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $7,922,895 | 75,999 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,182,551 | 66,166 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,821,555 | 64,562 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,780,933 | 58,361 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,362,074 | 53,926 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,613,813 | 22,511 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,279,929 | 19,526 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $584,218 | 9,083 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $657,153 | 7,980 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $661,827 | 6,884 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $316,491 | 3,690 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||