Position in WELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$822,766
+$106,068 QoQ
Shares Held
3,625
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#345
of 857 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, 2026PANAGORA ASSET MANAGEMENT INC holds $104,207,585 across 6 REIT - Healthcare Facilities names. WELL ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
1,107,853 | $98,377,346 | |
| 2 | UHT |
Universal Health Realty Income Trust
|
66,505 | $2,916,909 | |
| 3 | NHP |
National Healthcare Properties, Inc.
|
102,144 | $1,496,409 | |
| 4 | WELL |
Welltower Inc.
This page
|
3,625 | $822,766 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
10,973 | $523,192 | |
| 6 | MPT |
Medical Properties Trust Inc
|
15,360 | $70,963 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,766 | 3,625 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $716,698 | 3,625 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $672,836 | 3,625 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $645,757 | 3,625 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $557,271 | 3,625 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $559,216 | 3,650 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $459,883 | 3,649 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,123,591 | 8,776 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $915,315 | 8,780 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $913,749 | 9,779 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $881,772 | 9,779 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $812,236 | 9,915 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $801,377 | 9,907 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $712,168 | 9,934 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,026,119 | 15,654 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,120,454 | 17,420 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,431,325 | 17,381 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,671,009 | 17,381 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,065,177 | 12,419 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,250,172 | 15,172 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,259,879 | 15,161 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,123,874 | 15,690 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $871,594 | 13,488 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $679,755 | 12,339 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $501,871 | 9,698 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $821,201 | 17,938 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||