Vanguard Personalized Indexing Management, LLC
Position in WELL — Welltower Inc.
CIK 1767306
OAKLAND, CA
Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$21,042,388
+$2,977,428 QoQ
Shares Held
92,710
+1.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#260
of 1,581 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $35,754,144 across 11 REIT - Healthcare Facilities names. WELL ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
92,710 | $21,042,388 | |
| 2 | VTR |
Ventas, Inc.
|
60,751 | $5,394,688 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
86,334 | $1,847,547 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
37,780 | $1,801,350 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
39,167 | $1,580,388 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
74,364 | $1,499,921 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
35,070 | $684,215 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
11,611 | $605,513 |
All Filings in WELL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,042,388 | 92,710 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $18,064,960 | 91,371 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,635,229 | 84,237 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,868,733 | 77,853 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,666,262 | 75,888 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,053,486 | 65,619 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,433,627 | 58,983 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,249,954 | 56,627 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,316,228 | 50,995 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,286,746 | 45,877 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,671,091 | 40,713 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,104,112 | 37,892 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,827,186 | 34,951 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,265,332 | 31,599 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,874,598 | 28,598 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,620,992 | 25,202 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,109,477 | 25,616 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,057,396 | 21,400 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,323,431 | 15,430 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,062,877 | 12,899 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $940,359 | 11,316 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $547,826 | 7,648 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $278,382 | 4,308 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $218,982 | 3,975 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||