Universal- Beteiligungs- und Servicegesellschaft mbH
Position in WELL — Welltower Inc.
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in WELL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$232,605,815
+$15,947,346 QoQ
Shares Held
1,176,500
+0.8% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $414,229,353 across 12 REIT - Healthcare Facilities names. WELL ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,176,500 | $232,605,815 | |
| 2 | VTR |
Ventas, Inc.
|
1,023,216 | $83,678,604 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
1,531,959 | $25,170,086 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
570,098 | $20,894,091 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
304,699 | $14,369,604 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
288,507 | $12,642,376 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
653,151 | $12,560,093 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
342,309 | $5,815,829 |
All Filings in WELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,605,815 | 1,176,500 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $216,658,469 | 1,167,278 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $210,389,931 | 1,181,037 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $217,133,017 | 1,412,431 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $221,196,477 | 1,443,747 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $194,271,716 | 1,541,472 | Shares | Defined | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||