Position in WELL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$17,193,652
+$812,271 QoQ
Shares Held
86,964
-1.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $90,599,026 across 12 REIT - Healthcare Facilities names. WELL ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
789,098 | $37,213,861 | |
| 2 | WELL |
Welltower Inc.
This page
|
86,964 | $17,193,652 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
295,241 | $12,937,460 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
659,644 | $10,837,950 | |
| 5 | VTR |
Ventas, Inc.
|
59,655 | $4,878,585 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
158,329 | $3,044,666 | |
| 7 | SILA |
Sila Realty Trust, Inc.
|
53,462 | $1,265,980 | |
| 8 | NHI |
National Health Investors Inc
|
11,035 | $892,290 |
All Filings in WELL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,193,652 | 86,964 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $16,381,381 | 88,257 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,232,216 | 85,507 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $14,157,764 | 92,095 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $13,821,993 | 90,216 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $10,786,277 | 85,585 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,266,810 | 95,812 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $10,082,017 | 96,710 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,980,798 | 96,113 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $8,711,774 | 96,615 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,419,407 | 114,983 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $9,399,013 | 116,195 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,165,347 | 113,898 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,662,467 | 116,895 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,240,052 | 112,563 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,869,270 | 144,132 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $10,908,813 | 113,468 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $9,716,197 | 113,282 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $9,085,588 | 110,262 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $9,221,108 | 110,964 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $8,078,646 | 112,783 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $7,464,126 | 115,508 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,639,336 | 120,518 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $6,514,445 | 125,883 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $6,084,665 | 132,911 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||