Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,445,251,165
+$94,051,644 QoQ
Shares Held
15,179,324
-10.4% QoQ
Ownership
2.15%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#13
of 1,586 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 94%
None 6%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $4,392,671,971 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (78.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
15,179,324 | $3,445,251,165 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
8,658,850 | $451,559,027 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
9,695,110 | $391,197,686 | |
| 4 | VTR |
Ventas, Inc.
|
660,310 | $58,635,527 | |
| 5 | LTC |
Ltc Properties Inc
|
728,696 | $28,018,359 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
521,899 | $10,182,249 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
164,177 | $7,827,958 |
All Filings in WELL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,445,251,165 | 15,179,324 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,351,199,521 | 16,950,076 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,462,459,328 | 18,654,487 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,566,000,459 | 20,017,966 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,100,576,369 | 20,168,974 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,261,792,482 | 21,289,684 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,353,625,621 | 18,675,122 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,392,348,602 | 18,685,844 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,760,627,582 | 16,888,514 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,554,894,108 | 16,640,562 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,464,560,342 | 16,242,213 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,197,049,585 | 26,819,453 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,192,383,507 | 27,103,270 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,680,386,927 | 23,439,628 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,577,883,872 | 24,071,455 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,666,780,823 | 25,913,881 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,484,557,786 | 18,027,417 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,326,629,127 | 13,798,930 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $351,975,375 | 4,103,712 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $359,482,852 | 4,362,656 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $246,896,081 | 2,971,072 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $61,215,713 | 854,610 | Shares | Defined | 2021-05-17 | |
| 2020-03-31 | $481,513 | 10,518 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||