MORGAN STANLEY

Position in WELL — Welltower Inc.

CIK 895421 NEW YORK, NY

Back to WELL Full portfolio

Position in WELL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,788,604,661

-$79,951,801 QoQ

Shares Held

9,046,607

-10.1% QoQ

Ownership

1.28%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 62.12924912069243.ToString("F0")% Shared 0.ToString("F0")% None 37.87075087930757.ToString("F0")%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Mar 31, 2026

MORGAN STANLEY holds $3,057,597,497 across 17 REIT - Healthcare Facilities names. WELL ranks #1 (58.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	9,046,607	$1,788,604,661
2	VTR	Ventas, Inc.	6,387,470	$522,367,290
3	DOC	Healthpeak Properties, Inc.	12,309,359	$202,242,757
4	OHI	Omega Healthcare Investors Inc	3,327,611	$145,815,905
5	AHR	American Healthcare REIT, Inc.	1,749,743	$82,517,872
6	HR	Healthcare Realty Trust Inc	4,368,543	$74,221,539
7	CTRE	CareTrust REIT, Inc.	1,943,515	$71,229,818
8	SBRA	Sabra Health Care REIT, Inc.	2,242,243	$43,118,328

All Filings in WELL

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,788,604,661	9,046,607	-10.1%	Shares	Defined	2026-05-15
2025-12-31	$1,868,556,462	10,067,111	+4.9%	Shares	Defined	2026-05-27
2025-09-30	$1,709,224,967	9,594,841	+8.9%	Shares	Defined	2026-05-27
2025-06-30	$1,354,775,597	8,812,695	-4.0%	Shares	Defined	2025-08-15
2025-03-31	$1,406,878,088	9,182,678	+29.8%	Shares	Defined	2025-05-15
2024-12-31	$891,596,958	7,074,482	-1.6%	Shares	Defined	2025-05-15
2024-09-30	$920,603,677	7,190,531	-2.4%	Shares	Defined	2025-05-14
2024-06-30	$767,896,734	7,365,916	-0.3%	Shares	Defined	2025-05-14
2024-03-31	$690,292,478	7,387,548	+12.0%	Shares	Defined	2024-10-17
2023-12-31	$594,817,580	6,596,624	+0.1%	Shares	Defined	2024-08-16
2023-09-30	$539,588,270	6,586,771	+3.3%	Shares	Defined	2023-11-15
2023-06-30	$515,921,265	6,378,060	+0.4%	Shares	Defined	2023-08-14
2023-03-31	$455,611,664	6,355,303	-1.7%	Shares	Defined	2023-05-15
2022-12-31	$423,970,511	6,467,895	-1.3%	Shares	Defined	2023-02-14
2022-09-30	$421,589,615	6,554,565	+2.2%	Shares	Defined	2022-11-14
2022-06-30	$528,331,076	6,415,678	+27.5%	Shares	Defined	2022-10-27
2022-03-31	$483,849,638	5,032,761	+1.9%	Shares	Defined	2022-10-27
2021-12-31	$423,726,181	4,940,261	+13.0%	Shares	Defined	2022-02-14
2021-09-30	$360,384,719	4,373,601	-12.8%	Shares	Defined	2021-11-15
2021-06-30	$416,599,077	5,013,226	+3.6%	Shares	Defined	2021-08-23
2021-03-31	$346,752,374	4,840,882	-24.0%	Shares	Defined	2021-05-17
2020-12-31	$411,620,090	6,369,856	+24.8%	Shares	Defined	2021-02-16
2020-09-30	$281,113,138	5,102,798	-31.5%	Shares	Defined	2020-11-13
2020-06-30	$385,712,617	7,453,384	+14.2%	Shares	Defined	2020-08-14
2020-03-31	$298,886,720	6,528,762	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.