Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$85,327,101
+$12,362,028 QoQ
Shares Held
375,940
+1.9% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#136
of 1,586 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $152,238,632 across 13 REIT - Healthcare Facilities names. WELL ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
375,940 | $85,327,101 | |
| 2 | VTR |
Ventas, Inc.
|
253,426 | $22,504,228 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
217,249 | $10,358,432 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
178,596 | $9,313,781 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
229,806 | $9,272,672 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
388,965 | $8,323,851 | |
| 7 | DHC |
Diversified Healthcare Trust
|
212,971 | $1,980,630 | |
| 8 | NHI |
National Health Investors Inc
|
21,574 | $1,645,233 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,327,101 | 375,940 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $72,965,073 | 369,051 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $64,370,104 | 346,803 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $61,185,389 | 343,468 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $56,929,447 | 370,321 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $55,859,140 | 364,592 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $44,485,691 | 352,977 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $47,769,017 | 373,108 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $36,530,868 | 350,416 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $35,363,863 | 378,466 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $32,134,784 | 356,380 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $26,240,942 | 320,324 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $35,820,518 | 442,830 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $34,250,327 | 477,756 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $22,330,394 | 340,662 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $24,035,483 | 373,686 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $40,635,772 | 493,452 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $51,207,625 | 532,636 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $42,039,479 | 490,142 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $40,633,252 | 493,122 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $26,450,148 | 318,293 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $23,154,110 | 323,246 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $22,242,979 | 344,212 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $20,527,801 | 372,623 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $18,382,014 | 355,208 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $14,869,893 | 324,812 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||