Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$217,461,545
+$129,724,767 QoQ
Shares Held
958,107
+115.9% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#79
of 1,580 holders
Holding Since
Sep 2022
4 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, 2026Holocene Advisors, LP holds $230,500,983 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (94.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
958,107 | $217,461,545 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
342,221 | $7,323,529 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
150,533 | $3,036,250 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
36,460 | $1,738,412 | |
| 5 | NHI |
National Health Investors Inc
|
7,343 | $559,977 | |
| 6 | LTC |
Ltc Properties Inc
|
9,916 | $381,270 |
All Filings in WELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,461,545 | 958,107 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $87,736,778 | 443,765 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $31,408,050 | 205,000 | Shares | Sole | 2025-05-15 | |
| 2022-09-30 | $1,805,462 | 28,070 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||