Position in WELL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$162,665,902
+$24,520,649 QoQ
Shares Held
822,750
+10.5% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 36.62011546642358.ToString("F0")%
Shared 0.ToString("F0")%
None 63.37988453357642.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Capital International, Inc./CA/ holds $173,187,062 across 2 REIT - Healthcare Facilities names. WELL ranks #1 (93.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
822,750 | $162,665,902 | |
| 2 | VTR |
Ventas, Inc.
|
128,652 | $10,521,160 |
All Filings in WELL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,665,902 | 822,750 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $138,145,253 | 744,277 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $121,865,752 | 684,101 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $81,183,890 | 528,094 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $61,867,117 | 403,806 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $53,142,818 | 421,668 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $45,545,008 | 355,737 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $36,813,072 | 353,123 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $28,295,594 | 302,821 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $25,613,780 | 284,061 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $20,936,130 | 255,568 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $17,531,047 | 216,727 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,262,751 | 31,563 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||