UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in WELL — Welltower Inc.
CIK 861177
NEW YORK, NY
Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,804,124,377
+$188,660,886 QoQ
Shares Held
7,948,735
-2.7% QoQ
Ownership
1.13%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#22
of 1,581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $2,724,961,747 across 16 REIT - Healthcare Facilities names. WELL ranks #1 (66.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
7,948,735 | $1,804,124,377 | |
| 2 | VTR |
Ventas, Inc.
|
4,981,404 | $442,348,672 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
6,217,474 | $133,053,938 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
2,114,655 | $100,826,745 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
1,411,896 | $56,969,999 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
1,030,254 | $53,727,743 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
1,998,790 | $40,315,590 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
1,561,933 | $30,473,307 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,804,124,377 | 7,948,735 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,615,463,491 | 8,170,874 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,171,399 | 22,474 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,757,863 | 21,095 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,490,126,868 | 9,693,143 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,250,935,129 | 8,164,840 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $961,949,806 | 7,632,705 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $886,022,134 | 6,920,426 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $97,756,788 | 937,715 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $548,322,547 | 5,868,178 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $511,881,378 | 5,676,848 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $407,784,731 | 4,977,841 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $366,757,357 | 4,534,026 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $325,044,317 | 4,534,026 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $293,766,514 | 4,481,564 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $280,339,293 | 4,358,509 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $362,118,967 | 4,397,316 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $410,710,266 | 4,272,002 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $359,033,299 | 4,186,001 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $286,892,241 | 3,481,702 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $287,932,023 | 3,464,886 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $259,004,548 | 3,615,867 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $229,483,321 | 3,551,274 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $173,850,814 | 3,155,760 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $138,237,495 | 2,671,256 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $146,132,731 | 3,192,065 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||