Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$140,156,243
+$27,218,361 QoQ
Shares Held
617,510
+8.1% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#101
of 1,581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026TCW GROUP INC holds $140,847,995 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
617,510 | $140,156,243 | |
| 2 | VTR |
Ventas, Inc.
|
7,790 | $691,752 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,156,243 | 617,510 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $112,937,882 | 571,230 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $80,623,786 | 434,372 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,950,666 | 39,018 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,427,853 | 87,347 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,554,949 | 95,000 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $13,163,454 | 104,447 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $16,089,657 | 125,671 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $14,087,823 | 135,135 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $8,822,230 | 94,416 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $8,075,985 | 89,564 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $5,796,412 | 70,757 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,705,251 | 70,531 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,382,843 | 75,085 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,930,933 | 75,224 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,298,166 | 82,372 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $6,542,377 | 79,446 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $7,852,041 | 81,673 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $8,130,566 | 94,795 | Shares | Defined | 2022-01-26 | |
| 2021-09-30 | $7,433,303 | 90,210 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $9,910,506 | 119,260 | Shares | Defined | 2021-07-23 | |
| 2021-03-31 | $7,091,010 | 98,995 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $6,413,663 | 99,252 | Shares | Defined | 2021-02-02 | |
| 2020-09-30 | $4,331,946 | 78,634 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $4,069,671 | 78,641 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $3,040,020 | 66,405 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||