Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$807,717,000
+$103,848,248 QoQ
Shares Held
3,558,695
-0.0% QoQ
Ownership
0.504%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#33
of 1,580 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 76%
None 24%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $1,091,889,895 across 17 REIT - Healthcare Facilities names. WELL ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
3,558,695 | $807,717,000 | |
| 2 | VTR |
Ventas, Inc.
|
1,306,881 | $116,051,030 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
599,057 | $28,563,036 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
590,372 | $23,821,509 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
1,001,155 | $21,424,713 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
395,520 | $20,626,366 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
954,732 | $19,256,943 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
890,827 | $17,380,033 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $807,717,000 | 3,558,695 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $703,868,752 | 3,560,107 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $504,001,305 | 2,715,378 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $493,848,079 | 2,772,247 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $439,402,920 | 2,858,277 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $405,785,416 | 2,648,557 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $202,032,389 | 1,603,050 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $216,812,143 | 1,693,448 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $201,784,004 | 1,935,578 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $192,562,084 | 2,060,810 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $183,844,904 | 2,038,870 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $188,689,611 | 2,303,340 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $199,549,641 | 2,466,926 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $165,389,974 | 2,307,016 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $168,331,808 | 2,567,991 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $172,775,095 | 2,686,180 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $213,641,955 | 2,684,790 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $283,114,606 | 2,944,816 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $242,878,401 | 2,906,152 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $226,855,437 | 2,753,100 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $258,713,067 | 3,113,274 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $212,751,699 | 2,970,148 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $143,576,526 | 2,221,859 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $78,131,996 | 1,418,261 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $69,091,216 | 1,335,096 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $47,858,683 | 1,045,406 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||