MUFG SECURITIES AMERICAS INC.
Broker-DealerPosition in WELL — Welltower Inc.
CIK 867626
NEW YORK, NY
Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,825,609
+$1,008,423 QoQ
Shares Held
21,261
+10.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#453
of 1,581 holders
Holding Since
Dec 2024
7 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, 2026MUFG SECURITIES AMERICAS INC. holds $6,570,256 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (73.4% of the industry book) .
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,825,609 | 21,261 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,817,186 | 19,307 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $3,431,928 | 18,490 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,212,933 | 18,036 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,116,554 | 13,768 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,652,216 | 10,784 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,100,493 | 8,732 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||