Position in WELL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$333,279,943
+$14,030,744 QoQ
Shares Held
1,685,701
-2.0% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Aberdeen Group plc holds $634,353,028 across 13 REIT - Healthcare Facilities names. WELL ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,685,701 | $333,279,943 | |
| 2 | VTR |
Ventas, Inc.
|
1,656,295 | $135,451,803 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
1,150,555 | $54,260,171 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
1,191,091 | $52,193,606 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
1,201,080 | $19,733,743 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
775,900 | $14,920,556 | |
| 7 | LTC |
Ltc Properties Inc
|
201,159 | $7,475,067 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
386,919 | $6,573,753 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $333,279,943 | 1,685,701 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $319,249,199 | 1,720,000 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $307,136,873 | 1,724,132 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $242,741,359 | 1,579,011 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $229,427,530 | 1,497,471 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $168,528,195 | 1,337,207 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $167,855,137 | 1,311,061 | Shares | Defined | 2024-10-25 | |
| 2024-06-30 | $121,247,335 | 1,163,044 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $117,405,582 | 1,256,481 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $106,122,695 | 1,176,918 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $93,506,681 | 1,141,439 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $83,935,588 | 1,037,651 | Shares | Defined | 2024-06-20 | |
| 2023-03-31 | $69,579,803 | 970,565 | Shares | Defined | 2024-06-20 | |
| 2022-12-31 | $55,440,549 | 845,775 | Shares | Defined | 2024-06-20 | |
| 2022-09-30 | $56,298,780 | 875,292 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $65,446,425 | 794,735 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $76,563,202 | 796,372 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $75,066,675 | 875,209 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $80,418,608 | 975,954 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $76,654,181 | 922,433 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $61,618,632 | 860,235 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $50,572,838 | 782,619 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $53,188,015 | 965,475 | Shares | Defined | 2020-10-21 | |
| 2020-06-30 | $58,095,066 | 1,122,610 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $50,651,586 | 1,106,413 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||