Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,789,197
-$678,678 QoQ
Shares Held
73,971
-16.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#292
of 1,577 holders
Holding Since
Mar 2020
23 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, 2026ALLSTATE CORP holds $28,599,884 across 9 REIT - Healthcare Facilities names. WELL ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
73,971 | $16,789,197 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
148,716 | $3,182,521 | |
| 3 | VTR |
Ventas, Inc.
|
33,661 | $2,989,096 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
60,649 | $2,447,186 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
66,833 | $1,303,911 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
24,990 | $1,303,228 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
16,448 | $331,756 | |
| 8 | DHC |
Diversified Healthcare Trust
|
19,309 | $179,573 |
All Filings in WELL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,789,197 | 73,971 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $17,467,875 | 88,351 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,771,756 | 63,422 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,158,221 | 28,956 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $948,052 | 6,167 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,552,483 | 36,241 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,231,078 | 33,572 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,586,333 | 20,201 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,040,555 | 29,166 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $3,852,305 | 47,624 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,743,368 | 66,165 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,340,901 | 188,267 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,061,980 | 140,889 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,418,042 | 29,363 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,536,653 | 26,385 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,220,749 | 37,551 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $611,243 | 7,418 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $720,975 | 8,676 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $701,615 | 9,795 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $571,434 | 8,843 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $680,196 | 12,347 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $840,368 | 16,239 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $891,382 | 19,471 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||