HSBC HOLDINGS PLC

Position in WELL — Welltower Inc.

CIK 873630 LONDON, X0

Back to WELL Full portfolio

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$753,988,888

+$115,166,532 QoQ

Shares Held

3,321,976

+2.8% QoQ

Ownership

0.471%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#36

of 1,581 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)

Derivatives in WELL

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$4,970,643

PutShares

21,900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

HSBC HOLDINGS PLC holds $1,169,546,849 across 15 REIT - Healthcare Facilities names. WELL ranks #1 (64.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	3,321,976	$753,988,888
2	VTR	Ventas, Inc.	2,139,057	$189,948,259
3	DOC	Healthpeak Properties, Inc.	2,952,394	$63,181,229
4	OHI	Omega Healthcare Investors Inc	926,367	$44,169,177
5	AHR	American Healthcare REIT, Inc.	598,397	$31,206,402
6	SILA	Sila Realty Trust, Inc.	690,650	$20,968,134
7	CTRE	CareTrust REIT, Inc.	478,410	$19,303,842
8	HR	Healthcare Realty Trust Inc	673,232	$13,579,088

All Filings in WELL

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37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$753,988,888	3,321,976	+2.8%	Shares	Defined	2026-08-14
2026-06-30	$4,970,643	21,900	+40.4%	Put	Defined	2026-08-14
2026-03-31	$638,822,356	3,231,108	+11.8%	Shares	Defined	2026-04-30
2025-12-31	$536,560,263	2,890,794	+22.4%	Shares	Sole	2026-03-06
2025-09-30	$420,640,019	2,361,289	+12.0%	Shares	Other	2025-11-13
2025-06-30	$324,217,330	2,109,005	-8.2%	Shares	Sole	2025-08-13
2025-03-31	$352,118,242	2,298,272	+4.1%	Shares	Sole	2025-05-14
2024-12-31	$278,131,314	2,206,866	+0.4%	Shares	Sole	2025-02-14
2024-09-30	$281,539,370	2,199,011	+46.6%	Shares	Sole	2024-11-14
2024-06-30	$2,157,975	20,700	+58.0%	Call	Defined	2024-08-12
2024-06-30	$156,387,716	1,500,122	-16.7%	Shares	Sole	2024-08-12
2024-03-31	$168,237,409	1,800,486	+26.8%	Shares	Sole	2024-05-15
2023-12-31	$127,988,018	1,419,408	+10.9%	Shares	Defined	2024-02-12
2023-09-30	$104,858,582	1,280,012	-0.8%	Shares	Defined	2023-11-13
2023-06-30	$104,346,804	1,289,984	+10.0%	Shares	Sole	2023-08-11
2023-03-31	$84,034,586	1,172,194	-19.6%	Shares	Defined	2023-05-15
2022-12-31	$95,558,461	1,457,795	+35.4%	Shares	Defined	2023-02-14
2022-09-30	$69,262,798	1,076,847	+25.1%	Shares	Sole	2022-11-14
2022-06-30	$70,909,031	861,069	+2.8%	Shares	Defined	2022-08-11
2022-03-31	$80,503,020	837,352	-16.2%	Shares	Defined	2022-05-16
2021-12-31	$1,123,587	13,100	0.0%	Call	Defined	2022-02-11
2021-12-31	$85,697,008	999,149	+27.6%	Shares	Defined	2022-02-11
2021-09-30	$1,079,440	13,100	-26.8%	Call	Defined	2021-11-12
2021-09-30	$64,513,432	782,930	-26.9%	Shares	Sole	2021-11-12
2021-06-30	$88,985,390	1,070,823	+0.2%	Shares	Defined	2021-08-13
2021-06-30	$1,487,490	17,900	-5.3%	Call	Defined	2021-08-13
2021-03-31	$1,353,807	18,900	-22.5%	Call	Defined	2021-05-14
2021-03-31	$76,527,843	1,068,377	+1.1%	Shares	Defined	2021-05-14
2020-12-31	$68,305,277	1,057,030	+30.8%	Shares	Defined	2021-02-25
2020-12-31	$1,576,728	24,400	+225.3%	Call	Defined	2021-02-25
2020-09-30	$413,175	7,500	0.0%	Call	Defined	2020-11-12
2020-09-30	$44,513,104	808,007	+1.5%	Shares	Sole	2020-11-12
2020-06-30	$388,125	7,500	0.0%	Call	Defined	2020-08-14
2020-06-30	$41,180,890	795,766	-9.0%	Shares	Defined	2020-08-14
2020-03-31	$714,168	15,600	—	Put	Defined	2020-05-15
2020-03-31	$343,350	7,500	—	Call	Defined	2020-05-15
2020-03-31	$40,023,393	874,255	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.