V-Square Quantitative Management LLC

Position in WELL — Welltower Inc.

CIK 1943239 CHICAGO, IL

Position in WELL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,825,609

+$1,093,833 QoQ

Shares Held

21,261

+12.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#452

of 1,581 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 62% Shared 0% None 38%

Real Estate · as of Jun 30, 2026

V-Square Quantitative Management LLC holds $5,563,453 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (86.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	21,261	$4,825,609
2	VTR	Ventas, Inc.	4,399	$390,631
3	DOC	Healthpeak Properties, Inc.	13,656	$292,238
4	OHI	Omega Healthcare Investors Inc	1,153	$54,975

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,825,609	21,261	+12.6%	Shares	Sole	2026-07-27
2026-03-31	$3,731,776	18,875	+4.4%	Shares	Sole	2026-04-27
2025-12-31	$3,356,200	18,082	-8.5%	Shares	Sole	2026-01-22
2025-09-30	$3,520,046	19,760	+4.1%	Shares	Sole	2025-11-12
2025-06-30	$2,917,180	18,976	-3.2%	Shares	Sole	2025-07-17
2025-03-31	$3,004,754	19,612	+4.0%	Shares	Sole	2025-05-13
2024-12-31	$2,376,799	18,859	+9.5%	Shares	Sole	2025-01-30
2024-09-30	$2,204,676	17,220	+2.2%	Shares	Sole	2024-10-17
2024-06-30	$1,755,778	16,842	+0.3%	Shares	Sole	2024-07-16
2024-03-31	$1,568,857	16,790	+18.7%	Shares	Sole	2024-04-24
2023-12-31	$1,275,634	14,147	+105.6%	Shares	Sole	2024-02-21
2023-09-30	$563,691	6,881	+66.2%	Shares	Sole	2023-11-13
2023-06-30	$334,884	4,140	+13.1%	Shares	Sole	2023-07-26
2023-03-31	$262,528	3,662	—	Shares	Sole	2023-04-24
No filing history on record for this holder in this stock.