Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,599,351,139
+$168,089,501 QoQ
Shares Held
7,046,531
-2.7% QoQ
Ownership
0.998%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#23
of 1,581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Legal & General Group Plc holds $2,544,058,151 across 18 REIT - Healthcare Facilities names. WELL ranks #1 (62.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
7,046,531 | $1,599,351,139 | |
| 2 | VTR |
Ventas, Inc.
|
5,651,463 | $501,849,914 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
5,428,632 | $116,172,724 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
1,853,243 | $88,362,625 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
2,829,701 | $57,075,067 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
929,847 | $48,491,520 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
1,161,477 | $46,865,596 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
1,297,878 | $25,321,598 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,599,351,139 | 7,046,531 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||