Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,949,434,197
+$235,944,904 QoQ
Shares Held
8,588,951
-0.9% QoQ
Ownership
1.22%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#19
of 1,581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 2%
None 14%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $6,863,277,059 across 18 REIT - Healthcare Facilities names. WELL ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
43,693,905 | $3,880,018,756 | |
| 2 | WELL |
Welltower Inc.
This page
|
8,588,951 | $1,949,434,197 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
30,192,317 | $646,115,578 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
1,851,042 | $88,257,677 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
3,231,743 | $63,051,301 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
1,515,488 | $61,149,938 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
779,243 | $40,637,519 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
1,578,423 | $31,836,788 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,949,434,197 | 8,588,951 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $1,713,489,293 | 8,666,680 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,566,732,887 | 8,440,994 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,392,107,620 | 7,814,683 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,214,219,638 | 7,898,391 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,187,173,259 | 7,748,667 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,278,037,200 | 10,140,738 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $1,630,152,975 | 12,732,586 | Shares | Sole | 2024-12-26 | |
| 2024-06-30 | $1,337,067,541 | 12,825,588 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $626,893,901 | 6,709,053 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $425,615,105 | 4,720,141 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $455,443,489 | 5,559,613 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $611,436,746 | 7,558,867 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $360,147,110 | 5,023,673 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $322,289,154 | 4,916,692 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $331,948,568 | 5,160,892 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $512,813,208 | 6,227,240 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $628,483,418 | 6,537,169 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $557,704,496 | 6,502,326 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $421,777,825 | 5,118,663 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $661,289,102 | 7,957,751 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $533,942,765 | 7,454,178 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $344,860,393 | 5,336,744 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $241,393,852 | 4,381,809 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $389,669,941 | 7,529,854 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $120,910,377 | 2,641,118 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||