Position in WELL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$18,834,442
+$1,351,099 QoQ
Shares Held
95,263
+1.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.67275857363299.ToString("F0")%
Shared 0.ToString("F0")%
None 2.3272414263670047.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026M&T Bank Corp holds $58,511,864 across 12 REIT - Healthcare Facilities names. WELL ranks #2 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
1,593,088 | $26,174,429 | |
| 2 | WELL |
Welltower Inc.
This page
|
95,263 | $18,834,442 | |
| 3 | VTR |
Ventas, Inc.
|
76,014 | $6,216,421 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
36,935 | $1,618,489 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
61,628 | $1,185,102 | |
| 6 | MPT |
Medical Properties Trust Inc
|
210,765 | $975,837 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
25,117 | $920,535 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
19,101 | $900,799 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,834,442 | 95,263 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $17,483,343 | 94,194 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $3,296,833 | 18,507 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,333,291 | 80,227 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $12,245,303 | 79,925 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $9,933,174 | 78,816 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $9,968,155 | 77,858 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $7,867,641 | 75,469 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $6,523,134 | 69,811 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $6,236,420 | 69,163 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $5,459,144 | 66,640 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $5,164,335 | 63,844 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $4,404,917 | 61,444 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $3,818,152 | 58,248 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,977,415 | 61,838 | Shares | Defined | 2022-11-17 | |
| 2022-06-30 | $5,203,361 | 63,186 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $4,571,165 | 47,547 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $3,950,132 | 46,055 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $3,248,042 | 39,418 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $3,202,006 | 38,532 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,427,752 | 33,893 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $2,528,124 | 39,123 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,571,762 | 46,683 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $2,430,849 | 46,973 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $2,323,421 | 50,752 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||