Position in WELL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$22,286,638
+$2,043,112 QoQ
Shares Held
98,192
-4.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#253
of 1,580 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $45,953,021 across 11 REIT - Healthcare Facilities names. WELL ranks #1 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
98,192 | $22,286,638 | |
| 2 | VTR |
Ventas, Inc.
|
72,425 | $6,431,340 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
91,655 | $4,370,110 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
58,758 | $3,064,229 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
64,173 | $2,589,380 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
100,224 | $2,144,793 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
81,457 | $1,642,987 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
69,448 | $1,354,930 |
All Filings in WELL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,286,638 | 98,192 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $20,243,526 | 102,390 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $19,265,389 | 103,795 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $19,071,490 | 107,059 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $16,375,319 | 106,520 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $15,976,738 | 104,280 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $12,998,356 | 103,137 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $13,554,664 | 105,871 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $10,689,899 | 102,541 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $9,141,515 | 97,833 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $8,734,677 | 96,869 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,742,914 | 94,518 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,668,291 | 94,799 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $6,392,668 | 89,171 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,096,871 | 93,011 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $6,256,470 | 97,271 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $7,208,919 | 87,540 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,536,751 | 88,795 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,549,218 | 88,017 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||