Position in WELL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$86,133,745
+$9,582,613 QoQ
Shares Held
435,657
+5.6% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Resona Asset Management Co.,Ltd. holds $142,139,436 across 16 REIT - Healthcare Facilities names. WELL ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
435,657 | $86,133,745 | |
| 2 | VTR |
Ventas, Inc.
|
301,720 | $24,674,661 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
416,938 | $6,850,291 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
131,010 | $5,740,858 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
135,768 | $4,975,897 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
78,416 | $3,698,098 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
154,226 | $2,620,299 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
110,517 | $2,125,241 |
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,133,745 | 435,657 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $76,551,132 | 412,430 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $74,512,042 | 418,278 | Shares | Other | 2025-10-31 | |
| 2025-06-30 | $55,660,406 | 362,066 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $57,392,925 | 374,603 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $43,104,024 | 342,014 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $41,673,380 | 325,497 | Shares | Other | 2025-02-20 | |
| 2024-06-30 | $35,589,282 | 341,384 | Shares | Other | 2025-02-20 | |
| 2024-03-31 | $29,319,136 | 313,775 | Shares | Other | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||