Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,561,863
+$5,564,391 QoQ
Shares Held
86,187
+21.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#274
of 1,577 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $40,660,062 across 10 REIT - Healthcare Facilities names. WELL ranks #1 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
86,187 | $19,561,863 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
366,273 | $7,838,242 | |
| 3 | VTR |
Ventas, Inc.
|
70,563 | $6,265,994 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
39,230 | $1,870,486 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
37,271 | $1,503,884 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
73,532 | $1,483,140 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
26,617 | $1,388,076 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
15,208 | $296,708 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,561,863 | 86,187 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $13,997,472 | 70,798 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $11,786,606 | 63,502 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,821,771 | 43,908 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,838,832 | 44,486 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,627,864 | 43,260 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,829,847 | 38,323 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,540,840 | 35,467 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $3,650,835 | 35,020 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,243,208 | 34,709 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,087,961 | 34,246 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,528,378 | 30,864 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,522,959 | 31,190 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,035,350 | 28,391 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,940,214 | 29,599 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,681,389 | 26,141 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,961,494 | 23,819 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,323,607 | 24,169 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,072,203 | 24,160 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,627,235 | 19,748 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,531,699 | 18,432 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,405,308 | 19,619 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,247,230 | 19,301 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,245,089 | 22,601 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,188,542 | 22,967 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,687,057 | 58,695 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||