Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,924,551,031
+$274,656,734 QoQ
Shares Held
8,479,319
+1.6% QoQ
Ownership
1.20%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#20
of 1,586 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 8%
None 1%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $3,639,138,158 across 17 REIT - Healthcare Facilities names. WELL ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
8,479,319 | $1,924,551,031 | |
| 2 | VTR |
Ventas, Inc.
|
7,393,600 | $656,551,679 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
10,728,418 | $229,588,142 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,418,159 | $210,657,819 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,838,622 | $148,034,135 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
3,408,439 | $137,530,511 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
5,037,379 | $101,603,932 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
3,659,815 | $71,402,988 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,924,551,031 | 8,479,319 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,649,894,297 | 8,345,022 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,538,165,659 | 8,287,084 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,319,691,400 | 7,408,170 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,106,487,968 | 7,197,606 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,110,539,925 | 7,248,482 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $942,176,206 | 7,475,809 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $993,312,942 | 7,758,439 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $814,686,747 | 7,814,741 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $724,328,096 | 7,751,799 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $684,451,703 | 7,590,681 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $593,916,392 | 7,249,956 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $564,445,482 | 6,977,939 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $486,593,219 | 6,787,463 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $415,051,912 | 6,331,837 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $404,036,497 | 6,281,662 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $505,491,556 | 6,138,331 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $588,438,233 | 6,120,639 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $513,165,083 | 5,983,037 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $493,009,335 | 5,983,123 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $497,032,401 | 5,981,136 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $431,068,910 | 6,017,994 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $382,993,240 | 5,926,853 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $333,587,248 | 6,055,314 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $320,576,501 | 6,194,715 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $275,183,946 | 6,011,008 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||