Position in WELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$63,582,694
+$13,722,210 QoQ
Shares Held
280,137
+11.1% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#159
of 1,581 holders
Holding Since
Mar 2020
26 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, 2026IFM Investors Pty Ltd holds $91,385,709 across 12 REIT - Healthcare Facilities names. WELL ranks #1 (69.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
280,137 | $63,582,694 | |
| 2 | VTR |
Ventas, Inc.
|
184,800 | $16,410,240 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
113,841 | $2,436,197 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
48,922 | $2,332,600 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
31,304 | $1,632,503 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
36,408 | $1,469,062 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
54,980 | $1,108,946 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
40,947 | $798,875 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,582,694 | 280,137 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $49,860,484 | 252,190 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $44,911,494 | 241,967 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $41,477,761 | 232,838 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $35,414,318 | 230,367 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $36,930,044 | 241,042 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $32,485,996 | 257,764 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $33,847,035 | 264,368 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $26,539,026 | 254,571 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $10,067,505 | 107,743 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $9,060,822 | 100,486 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $8,072,724 | 98,544 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $7,696,764 | 95,151 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,909,908 | 82,437 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,027,947 | 76,704 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,909,288 | 76,326 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $6,118,522 | 74,299 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $6,710,956 | 69,804 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,663,486 | 54,372 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $4,548,068 | 55,195 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $4,561,857 | 54,896 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $3,344,834 | 46,696 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $2,620,017 | 40,545 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,885,289 | 34,222 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,579,099 | 30,514 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,839,028 | 40,171 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||