Position in WELL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,713,489,293
+$146,756,406 QoQ
Shares Held
8,666,680
+2.7% QoQ
Ownership
1.23%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 74.33623652150956.ToString("F0")%
Shared 2.8253267485734734.ToString("F0")%
None 22.83843672991696.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026JPMORGAN CHASE & CO holds $5,937,287,748 across 16 REIT - Healthcare Facilities names. WELL ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
35,379,149 | $2,893,306,795 | |
| 2 | WELL |
Welltower Inc.
This page
|
8,666,680 | $1,713,489,293 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
44,731,541 | $734,939,212 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
3,812,962 | $167,083,988 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
8,201,220 | $157,709,458 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
5,715,357 | $97,103,912 | |
| 7 | NHI |
National Health Investors Inc
|
986,592 | $79,775,828 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
909,030 | $42,869,852 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2025-11-26 | |
| 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. | ||||||