Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$87,498,977
+$11,517,245 QoQ
Shares Held
385,509
+0.3% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#135
of 1,586 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026PRIMECAP MANAGEMENT CO/CA/ holds $87,498,977 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
385,509 | $87,498,977 |
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,498,977 | 385,509 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $75,981,732 | 384,309 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $71,331,593 | 384,309 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $69,565,273 | 390,509 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $59,418,028 | 386,509 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,051,795 | 39,500 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||