FRED ALGER MANAGEMENT, LLC

Position in WELL — Welltower Inc.

CIK 3520 NEW YORK, NY

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$110,084,989

+$4,600,180 QoQ

Shares Held

485,020

-9.1% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#120

of 1,581 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Real Estate · as of Jun 30, 2026

FRED ALGER MANAGEMENT, LLC holds $118,060,027 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (93.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc. This page	485,020	$110,084,989
2	AHR	American Healthcare REIT, Inc.	152,925	$7,975,038

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$110,084,989	485,020	-9.1%	Shares	Sole	2026-08-14
2026-03-31	$105,484,809	533,533	+797.9%	Shares	Sole	2026-05-15
2025-12-31	$11,028,760	59,419	-22.0%	Shares	Sole	2026-02-17
2025-09-30	$13,562,867	76,136	+13.8%	Shares	Sole	2025-11-14
2025-06-30	$10,283,460	66,893	+1.1%	Shares	Sole	2025-08-14
2025-03-31	$10,138,978	66,177	+22.5%	Shares	Sole	2025-05-16
2024-12-31	$6,810,787	54,041	-26.0%	Shares	Sole	2025-02-14
2024-09-30	$9,350,414	73,033	+67.0%	Shares	Sole	2024-11-14
2024-06-30	$4,558,539	43,727	+8.6%	Shares	Sole	2024-08-14
2024-03-31	$3,761,614	40,257	-24.3%	Shares	Sole	2024-05-15
2023-12-31	$4,796,232	53,191	+78.3%	Shares	Sole	2024-02-14
2023-09-30	$2,443,264	29,825	0.0%	Shares	Sole	2023-11-14
2023-06-30	$2,412,544	29,825	0.0%	Shares	Sole	2023-08-14
2023-03-31	$2,138,154	29,825	+5.2%	Shares	Sole	2023-05-16
2022-12-31	$1,859,129	28,362	+7.0%	Shares	Sole	2023-02-14
2022-09-30	$1,704,222	26,496	+13.2%	Shares	Sole	2022-11-15
2022-06-30	$1,927,813	23,410	+27.4%	Shares	Sole	2022-08-15
2022-03-31	$1,766,091	18,370	+7.7%	Shares	Sole	2022-05-16
2021-12-31	$1,463,493	17,063	+2.0%	Shares	Sole	2022-02-14
2021-09-30	$1,377,810	16,721	+4.5%	Shares	Sole	2021-11-15
2021-06-30	$1,329,932	16,004	0.0%	Shares	Sole	2021-08-16
2021-03-31	$1,146,366	16,004	-19.6%	Shares	Sole	2021-05-17
2020-12-31	$1,286,196	19,904	0.0%	Shares	Sole	2021-02-16
2020-09-30	$1,096,511	19,904	0.0%	Shares	Sole	2020-11-13
2020-06-30	$1,030,032	19,904	0.0%	Shares	Sole	2020-08-14
2020-03-31	$911,205	19,904	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.