Position in WELL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$18,437,643
+$2,236,489 QoQ
Shares Held
93,256
+6.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.34279831860685.ToString("F0")%
Shared 0.ToString("F0")%
None 2.6572016813931545.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026FIFTH THIRD BANCORP holds $40,123,323 across 13 REIT - Healthcare Facilities names. WELL ranks #1 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
93,256 | $18,437,643 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
721,724 | $11,857,925 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
295,660 | $5,023,263 | |
| 4 | VTR |
Ventas, Inc.
|
46,010 | $3,762,697 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
9,839 | $431,144 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
7,711 | $282,608 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
2,526 | $119,126 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
4,889 | $94,015 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,437,643 | 93,256 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $16,201,154 | 87,286 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $15,311,667 | 85,953 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $13,052,445 | 84,905 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $12,327,276 | 80,460 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $7,369,226 | 58,472 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $7,436,750 | 58,086 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $5,864,896 | 56,258 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $3,933,169 | 42,093 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $3,669,017 | 40,690 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $3,304,734 | 40,341 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $3,107,793 | 38,420 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $3,040,731 | 42,415 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $2,772,633 | 42,298 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $2,095,224 | 32,575 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $3,034,103 | 36,844 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $3,602,269 | 37,469 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $3,092,866 | 36,060 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $2,861,504 | 34,727 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $2,473,720 | 29,768 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $1,485,677 | 20,741 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $1,442,253 | 22,319 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,635,732 | 29,692 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $1,955,736 | 37,792 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $2,650,982 | 57,907 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||