Position in WELL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$11,924,776
+$2,847,317 QoQ
Shares Held
52,539
+14.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
5.71%
of 13F equity value
Holder Rank
#331
of 1,577 holders
Holding Since
Jun 2022
17 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, 2026Vanderbilt University holds $16,593,666 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (71.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
52,539 | $11,924,776 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
74,328 | $1,590,619 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
21,884 | $1,043,429 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
15,225 | $793,983 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
17,183 | $693,334 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
18,454 | $360,037 | |
| 7 | MPT |
Medical Properties Trust Inc
|
40,582 | $187,488 |
All Filings in WELL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,924,776 | 52,539 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $9,077,459 | 45,913 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,193,382 | 44,143 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,768,507 | 43,609 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,495,386 | 35,747 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,889,698 | 38,442 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,862,189 | 30,645 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,695,073 | 28,861 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,318,486 | 31,832 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,056,245 | 11,304 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $229,662 | 2,547 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $828,784 | 10,117 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $790,618 | 9,774 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $927,095 | 12,932 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $737,568 | 11,252 | Shares | Sole | 2023-05-19 | |
| 2022-09-30 | $732,025 | 11,381 | Shares | Sole | 2023-05-19 | |
| 2022-06-30 | $699,069 | 8,489 | Shares | Sole | 2023-05-19 | |
| No filing history on record for this holder in this stock. | ||||||