Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$686,520,242
+$166,040,759 QoQ
Shares Held
3,024,718
+14.9% QoQ
Ownership
0.428%
of shares outstanding
% of Portfolio
6.54%
of 13F equity value
Holder Rank
#39
of 1,581 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 26%
Shared 15%
None 59%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026DUFF & PHELPS INVESTMENT MANAGEMENT CO holds $1,228,099,502 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (55.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
3,024,718 | $686,520,242 | |
| 2 | VTR |
Ventas, Inc.
|
2,863,545 | $254,282,795 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
3,100,314 | $161,681,375 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
3,331,616 | $64,999,827 | |
| 5 | NHP |
National Healthcare Properties, Inc.
|
4,130,444 | $60,511,003 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
4,872 | $104,260 |
All Filings in WELL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,520,242 | 3,024,718 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $520,479,483 | 2,632,540 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $484,384,560 | 2,609,690 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $446,068,260 | 2,504,032 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $385,806,496 | 2,509,637 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $379,462,254 | 2,476,746 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $324,618,117 | 2,575,721 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $324,850,006 | 2,537,296 | Shares | Other | 2024-11-15 | |
| 2024-06-30 | $254,977,464 | 2,445,827 | Shares | Other | 2024-08-15 | |
| 2023-12-31 | $189,510,920 | 2,101,707 | Shares | Other | 2024-02-05 | |
| 2023-09-30 | $162,327,101 | 1,981,532 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $155,042,833 | 1,916,712 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $169,547,710 | 2,365,012 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $159,111,940 | 2,427,337 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $151,385,931 | 2,353,637 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $169,374,350 | 2,056,762 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $168,654,748 | 1,754,262 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $138,580,475 | 1,615,722 | Shares | Other | 2022-02-07 | |
| 2021-09-30 | $123,982,500 | 1,504,642 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $128,432,462 | 1,545,517 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $93,714,030 | 1,308,307 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $80,384,501 | 1,243,957 | Shares | Other | 2021-01-29 | |
| 2020-09-30 | $68,750,116 | 1,247,960 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $52,963,278 | 1,023,445 | 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. | ||||||