Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$647,658,433
+$80,325,840 QoQ
Shares Held
2,853,498
-0.6% QoQ
Ownership
0.404%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#40
of 1,580 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Russell Investments Group, Ltd. holds $1,218,665,919 across 18 REIT - Healthcare Facilities names. WELL ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,853,498 | $647,658,433 | |
| 2 | VTR |
Ventas, Inc.
|
2,097,954 | $186,298,309 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
4,271,632 | $91,412,922 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
1,505,476 | $71,781,091 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
1,642,781 | $66,286,207 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
3,267,017 | $65,895,726 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
821,385 | $42,835,225 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
1,091,203 | $21,289,368 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,658,433 | 2,853,498 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $567,332,593 | 2,869,519 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $503,716,017 | 2,713,841 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $602,374,343 | 3,381,466 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $520,410,940 | 3,385,227 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $535,325,842 | 3,494,066 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $439,983,199 | 3,491,099 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $486,892,322 | 3,802,955 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $435,688,060 | 4,179,262 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $414,295,760 | 4,433,816 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $355,655,992 | 3,944,283 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $281,242,743 | 3,433,139 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $278,637,249 | 3,444,644 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $239,403,947 | 3,339,433 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $141,736,795 | 2,162,270 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $112,036,496 | 1,741,861 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $212,080,892 | 2,575,360 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $250,356,921 | 2,604,087 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $220,311,133 | 2,568,627 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $199,508,196 | 2,421,216 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $177,291,604 | 2,133,473 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $125,084,528 | 1,746,259 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $101,319,181 | 1,567,923 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $134,227,222 | 2,436,508 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $154,600,689 | 2,987,453 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $96,690,605 | 2,112,071 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||