DUFF & PHELPS INVESTMENT MANAGEMENT CO

Position in WELL — Welltower Inc.

CIK 765443 CHICAGO, IL

Position in WELL

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$520,479,483

+$36,094,923 QoQ

Shares Held

2,632,540

+0.9% QoQ

Ownership

0.373%

of shares outstanding

% of Portfolio

5.46%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 83.42969147667272.ToString("F0")% Shared 16.57030852332728.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

DUFF & PHELPS INVESTMENT MANAGEMENT CO holds $839,552,067 across 4 REIT - Healthcare Facilities names. WELL ranks #1 (62.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	2,632,540	$520,479,483
2	VTR	Ventas, Inc.	2,611,874	$213,599,055
3	SBRA	Sabra Health Care REIT, Inc.	2,828,445	$54,390,996
4	AHR	American Healthcare REIT, Inc.	1,083,175	$51,082,533

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$520,479,483	2,632,540	+0.9%	Shares	Other	2026-04-28
2025-12-31	$484,384,560	2,609,690	+4.2%	Shares	Other	2026-01-26
2025-09-30	$446,068,260	2,504,032	-0.2%	Shares	Other	2025-11-13
2025-06-30	$385,806,496	2,509,637	+1.3%	Shares	Other	2025-08-11
2025-03-31	$379,462,254	2,476,746	-3.8%	Shares	Other	2025-05-13
2024-12-31	$324,618,117	2,575,721	+1.5%	Shares	Other	2025-02-12
2024-09-30	$324,850,006	2,537,296	+3.7%	Shares	Other	2024-11-15
2024-06-30	$254,977,464	2,445,827	+16.4%	Shares	Other	2024-08-15
2023-12-31	$189,510,920	2,101,707	+6.1%	Shares	Other	2024-02-05
2023-09-30	$162,327,101	1,981,532	+3.4%	Shares	Other	2023-11-13
2023-06-30	$155,042,833	1,916,712	-19.0%	Shares	Other	2023-08-03
2023-03-31	$169,547,710	2,365,012	-2.6%	Shares	Other	2023-05-10
2022-12-31	$159,111,940	2,427,337	+3.1%	Shares	Other	2023-02-08
2022-09-30	$151,385,931	2,353,637	+14.4%	Shares	Other	2022-11-14
2022-06-30	$169,374,350	2,056,762	+17.2%	Shares	Other	2022-08-10
2022-03-31	$168,654,748	1,754,262	+8.6%	Shares	Other	2022-05-11
2021-12-31	$138,580,475	1,615,722	+7.4%	Shares	Other	2022-02-07
2021-09-30	$123,982,500	1,504,642	-2.6%	Shares	Other	2021-11-10
2021-06-30	$128,432,462	1,545,517	+18.1%	Shares	Other	2021-08-09
2021-03-31	$93,714,030	1,308,307	+5.2%	Shares	Other	2021-05-10
2020-12-31	$80,384,501	1,243,957	-0.3%	Shares	Other	2021-01-29
2020-09-30	$68,750,116	1,247,960	+21.9%	Shares	Other	2020-11-03
2020-06-30	$52,963,278	1,023,445	+9.0%	Shares	Other	2020-08-06
2020-03-31	$42,975,746	938,745	—	Shares	Other	2020-05-14
No filing history on record for this holder in this stock.