HSBC HOLDINGS PLC

Position in WELL — Welltower Inc.

CIK 873630 LONDON, X0

Back to WELL Full portfolio

Position in WELL

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$638,822,356

+$102,262,093 QoQ

Shares Held

3,231,108

+11.8% QoQ

Ownership

0.458%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.81730725187768.ToString("F0")% Shared 0.ToString("F0")% None 0.18269274812231592.ToString("F0")%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Derivatives in WELL

reported options exposure · as of Jun 30, 2024

CallValue

$2,157,975

CallShares

20,700

PutValue

PutShares

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 Mar 31, 2026

HSBC HOLDINGS PLC holds $965,145,893 across 14 REIT - Healthcare Facilities names. WELL ranks #1 (66.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	3,231,108	$638,822,356
2	VTR	Ventas, Inc.	1,993,819	$163,054,514
3	DOC	Healthpeak Properties, Inc.	3,384,027	$55,599,559
4	OHI	Omega Healthcare Investors Inc	608,221	$26,652,242
5	AHR	American Healthcare REIT, Inc.	501,275	$23,640,128
6	CTRE	CareTrust REIT, Inc.	408,167	$14,959,320
7	HR	Healthcare Realty Trust Inc	783,371	$13,309,472
8	SBRA	Sabra Health Care REIT, Inc.	505,580	$9,722,302

All Filings in WELL

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35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	Defined	2026-03-20
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	+10523.2%	Shares	Sole	2024-11-14
2024-06-30	$2,157,975	20,700	-98.6%	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	+6292.0%	Shares	Defined	2022-05-16
2021-12-31	$1,123,587	13,100	-98.7%	Call	Defined	2022-02-11
2021-12-31	$85,697,008	999,149	+7527.1%	Shares	Defined	2022-02-11
2021-09-30	$1,079,440	13,100	-98.3%	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	+5882.3%	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	-98.2%	Call	Defined	2021-05-14
2021-03-31	$76,527,843	1,068,377	+4278.6%	Shares	Defined	2021-05-14
2020-12-31	$1,576,728	24,400	-97.7%	Call	Defined	2021-02-25
2020-12-31	$68,305,277	1,057,030	+13993.7%	Shares	Defined	2021-02-25
2020-09-30	$413,175	7,500	-99.1%	Call	Defined	2020-11-12
2020-09-30	$44,513,104	808,007	+10673.4%	Shares	Sole	2020-11-12
2020-06-30	$388,125	7,500	-99.1%	Call	Defined	2020-08-14
2020-06-30	$41,180,890	795,766	+5001.1%	Shares	Defined	2020-08-14
2020-03-31	$714,168	15,600	+108.0%	Put	Defined	2020-05-15
2020-03-31	$343,350	7,500	-99.1%	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.