Position in WELL
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$148,322,042
+$8,496,461 QoQ
Shares Held
750,200
-0.4% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 85.08409102118239.ToString("F0")%
Shared 7.582521437645212.ToString("F0")%
None 7.333387541172409.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CONGRESS ASSET MANAGEMENT CO holds $148,322,042 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
750,200 | $148,322,042 |
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $148,322,042 | 750,200 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $139,825,581 | 753,330 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $104,857,123 | 588,622 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $88,985,841 | 578,845 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||