CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in WELL — Welltower Inc.
CIK 884546
SAN FRANCISCO, CA
Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,132,219,958
+$386,551,574 QoQ
Shares Held
9,394,281
+6.4% QoQ
Ownership
1.33%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#17
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)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $4,087,627,373 across 18 REIT - Healthcare Facilities names. WELL ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
9,394,281 | $2,132,219,958 | |
| 2 | VTR |
Ventas, Inc.
|
6,942,709 | $616,512,558 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
11,940,893 | $255,535,110 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,818,440 | $229,743,218 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
4,682,918 | $188,955,741 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
2,963,670 | $154,555,390 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
7,440,510 | $150,075,086 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
4,840,401 | $94,436,223 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,132,219,958 | 9,394,281 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,745,668,384 | 8,829,439 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,560,161,374 | 8,405,589 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,422,189,953 | 7,983,552 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,126,731,905 | 7,329,291 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,065,819,766 | 6,956,594 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $766,103,350 | 6,078,738 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $776,657,250 | 6,066,213 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $627,572,594 | 6,019,881 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $561,436,015 | 6,008,519 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $529,024,414 | 5,866,967 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $441,363,333 | 5,387,736 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $413,953,361 | 5,117,485 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $348,284,501 | 4,858,202 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $314,089,511 | 4,791,602 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $294,021,835 | 4,571,235 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $361,973,213 | 4,395,546 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $408,123,529 | 4,245,096 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $352,536,056 | 4,110,249 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $322,387,445 | 3,912,469 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $315,520,977 | 3,796,883 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $268,641,223 | 3,750,401 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $234,996,833 | 3,636,596 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $199,730,117 | 3,625,524 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $192,200,379 | 3,714,017 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $251,917,268 | 5,502,780 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||