Position in WELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$331,045,731
+$68,341,535 QoQ
Shares Held
1,458,544
+9.8% QoQ
Ownership
0.207%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#57
of 1,580 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026AMERICAN CENTURY COMPANIES INC holds $814,099,481 across 11 REIT - Healthcare Facilities names. WELL ranks #1 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
1,458,544 | $331,045,731 | |
| 2 | VTR |
Ventas, Inc.
|
1,774,572 | $157,581,993 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
2,196,829 | $114,564,632 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
4,347,032 | $93,026,484 | |
| 5 | LTC |
Ltc Properties Inc
|
1,433,326 | $55,111,384 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
1,079,014 | $43,538,214 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
244,817 | $11,672,874 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
121,382 | $2,368,162 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,045,731 | 1,458,544 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $262,704,196 | 1,328,735 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $255,130,411 | 1,374,551 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $222,553,864 | 1,249,320 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $163,840,514 | 1,065,768 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $172,171,576 | 1,123,762 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $147,453,713 | 1,169,989 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $153,082,142 | 1,195,674 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $146,448,419 | 1,404,781 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $119,183,747 | 1,275,511 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $94,666,868 | 1,049,871 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $77,649,100 | 947,865 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $66,248,181 | 818,991 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $38,373,577 | 535,271 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $24,717,266 | 377,075 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $74,232,483 | 1,154,112 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $102,701,073 | 1,247,129 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $165,529,717 | 1,721,757 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $157,057,478 | 1,831,147 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $145,541,554 | 1,766,281 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $141,590,849 | 1,703,861 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $57,848,029 | 807,595 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $133,097,426 | 2,059,694 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $118,972,584 | 2,159,604 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $153,424,622 | 2,964,727 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $287,109,453 | 6,271,504 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||