Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$32,119,886
-$1,023,625 QoQ
Shares Held
141,516
-15.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#217
of 1,577 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Eurizon Capital SGR S.p.A. holds $104,637,702 across 12 REIT - Healthcare Facilities names. WELL ranks #2 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
892,612 | $46,549,715 | |
| 2 | WELL |
Welltower Inc.
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|
141,516 | $32,119,886 | |
| 3 | VTR |
Ventas, Inc.
|
208,833 | $18,544,370 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
270,684 | $5,792,637 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
18,741 | $756,199 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
13,255 | $258,605 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
4,325 | $206,216 | |
| 8 | UHT |
Universal Health Realty Income Trust
|
3,082 | $135,176 |
All Filings in WELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,119,886 | 141,516 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $33,143,511 | 167,637 | Shares | Other | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||