Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$276,551,141
+$54,463,895 QoQ
Shares Held
1,218,448
+8.5% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
4.60%
of 13F equity value
Holder Rank
#68
of 1,580 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Alphinity Investment Management Pty Ltd holds $276,551,141 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,218,448 | $276,551,141 |
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,551,141 | 1,218,448 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $222,087,246 | 1,123,298 | Shares | Defined | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||