Position in WELL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,779,243
+$293,792 QoQ
Shares Held
24,173
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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 Mar 31, 2026GAMCO INVESTORS, INC. ET AL holds $9,360,121 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
24,173 | $4,779,243 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
47,281 | $1,732,848 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
20,000 | $943,200 | |
| 4 | SILA |
Sila Realty Trust, Inc.
|
26,810 | $634,860 | |
| 5 | VTR |
Ventas, Inc.
|
6,075 | $496,813 | |
| 6 | XRN |
Chiron Real Estate Inc.
|
12,117 | $400,830 | |
| 7 | STRW |
Strawberry Fields REIT, Inc.
|
31,288 | $372,327 |
All Filings in WELL
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,779,243 | 24,173 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,485,451 | 24,166 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,304,931 | 24,166 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,715,039 | 24,166 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,702,472 | 24,166 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,119,242 | 24,750 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,040,712 | 23,750 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,528,062 | 24,250 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,265,920 | 24,250 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $834,072 | 9,250 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $757,760 | 9,250 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $849,345 | 10,500 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $752,745 | 10,500 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $688,275 | 10,500 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,002,748 | 15,590 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,276,425 | 15,500 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,490,170 | 15,500 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $1,329,435 | 15,500 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,277,200 | 15,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,121,850 | 13,500 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||