Position in WELL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,930,440
+$109,421 QoQ
Shares Held
9,764
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Baird Financial Group, Inc. holds $29,094,320 across 9 REIT - Healthcare Facilities names. WELL ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
162,487 | $13,288,185 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
606,610 | $9,966,601 | |
| 3 | WELL |
Welltower Inc.
This page
|
9,764 | $1,930,440 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
36,507 | $1,599,736 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
15,332 | $723,056 | |
| 6 | CHCT |
Community Healthcare Trust Inc
|
29,371 | $466,705 | |
| 7 | NHI |
National Health Investors Inc
|
5,550 | $448,773 | |
| 8 | MPT |
Medical Properties Trust Inc
|
80,518 | $372,798 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,930,440 | 9,764 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,821,019 | 9,811 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,875,991 | 10,531 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,671,197 | 10,871 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,552,935 | 10,136 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,501,520 | 11,914 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,424,973 | 11,130 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $966,814 | 9,274 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $983,829 | 10,529 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $943,448 | 10,463 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,982,135 | 24,196 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,919,679 | 23,732 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,695,897 | 23,656 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,531,902 | 23,370 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,473,184 | 22,904 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $2,464,404 | 29,926 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $2,989,376 | 31,094 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,582,705 | 30,112 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,668,771 | 32,388 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,216,110 | 26,668 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $4,700,360 | 65,620 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,087,209 | 78,725 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $5,896,778 | 107,039 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,933,344 | 114,654 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $17,015,875 | 371,688 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||