Position in WELL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,431,261,638
+$74,950,160 QoQ
Shares Held
7,239,197
-0.9% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.90755590709854.ToString("F0")%
Shared 0.ToString("F0")%
None 7.092444092901464.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Legal & General Group Plc holds $2,294,948,063 across 17 REIT - Healthcare Facilities names. WELL ranks #1 (62.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
7,239,197 | $1,431,261,638 | |
| 2 | VTR |
Ventas, Inc.
|
5,505,368 | $450,228,993 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
6,626,241 | $108,869,138 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
1,850,566 | $81,091,800 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
1,032,306 | $48,683,550 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
2,828,419 | $48,054,838 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
1,212,014 | $44,420,312 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
1,342,738 | $25,820,851 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,431,261,638 | 7,239,197 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,356,311,478 | 7,307,319 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,197,278,226 | 6,720,996 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,121,815,311 | 7,297,309 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,074,324,452 | 7,012,104 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $868,359,428 | 6,890,101 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $912,539,073 | 7,127,541 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $764,242,779 | 7,330,866 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $699,459,415 | 7,485,653 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $658,580,849 | 7,303,769 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $542,943,723 | 6,627,731 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $532,230,315 | 6,579,680 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $447,093,394 | 6,236,482 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $383,547,142 | 5,851,215 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $378,894,647 | 5,890,775 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $500,685,693 | 6,079,972 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $533,009,677 | 5,544,099 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $460,994,194 | 5,374,772 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $435,659,758 | 5,287,133 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $427,326,541 | 5,142,317 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $353,939,515 | 4,941,219 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $320,710,286 | 4,963,019 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $267,558,576 | 4,856,754 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $242,234,608 | 4,680,862 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $220,965,913 | 4,826,691 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||