Invesco Ltd.

Position in WELL — Welltower Inc.

CIK 914208 Atlanta, GA

Back to WELL Full portfolio

Position in WELL

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,311,688,006

+$28,004,244 QoQ

Shares Held

6,634,404

-4.1% QoQ

Ownership

0.940%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 83.31180916929388.ToString("F0")% None 16.68819083070612.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

Invesco Ltd. holds $2,964,837,446 across 16 REIT - Healthcare Facilities names. WELL ranks #1 (44.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	6,634,404	$1,311,688,006
2	VTR	Ventas, Inc.	5,119,069	$418,637,456
3	DOC	Healthpeak Properties, Inc.	24,167,474	$397,071,593
4	AHR	American Healthcare REIT, Inc.	6,778,768	$319,686,693
5	OHI	Omega Healthcare Investors Inc	5,923,037	$259,547,471
6	CTRE	CareTrust REIT, Inc.	2,443,637	$89,559,290
7	HR	Healthcare Realty Trust Inc	3,415,552	$58,030,223
8	SBRA	Sabra Health Care REIT, Inc.	2,321,139	$44,635,499

All Filings in WELL

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,311,688,006	6,634,404	-4.1%	Shares	Defined	2026-05-12
2025-12-31	$1,283,683,762	6,916,027	-1.3%	Shares	Defined	2026-02-19
2025-09-30	$1,248,056,846	7,006,045	-4.0%	Shares	Defined	2025-11-13
2025-06-30	$1,121,551,962	7,295,596	+2.9%	Shares	Defined	2025-08-13
2025-03-31	$1,085,896,091	7,087,632	-4.5%	Shares	Defined	2025-05-12
2024-12-31	$935,772,363	7,424,997	+0.1%	Shares	Defined	2025-02-13
2024-09-30	$949,770,830	7,418,346	+7.9%	Shares	Defined	2024-11-12
2024-06-30	$716,810,274	6,875,878	-5.1%	Shares	Defined	2024-08-13
2024-03-31	$677,025,117	7,245,560	-5.1%	Shares	Defined	2024-05-14
2023-12-31	$688,260,387	7,632,920	-10.1%	Shares	Defined	2024-02-13
2023-09-30	$695,223,162	8,486,611	+22.9%	Shares	Sole	2023-11-13
2023-06-30	$558,588,073	6,905,527	+4.5%	Shares	Defined	2023-08-11
2023-03-31	$473,775,118	6,608,664	+44.8%	Shares	Defined	2023-05-12
2022-12-31	$299,248,787	4,565,199	-23.7%	Shares	Defined	2023-02-13
2022-09-30	$384,675,402	5,980,650	-19.9%	Shares	Defined	2022-11-14
2022-06-30	$614,683,860	7,464,285	+7.8%	Shares	Defined	2022-08-15
2022-03-31	$665,704,598	6,924,325	-16.6%	Shares	Defined	2022-05-16
2021-12-31	$711,917,495	8,300,309	-1.5%	Shares	Defined	2022-02-14
2021-09-30	$694,129,602	8,423,903	+7.7%	Shares	Defined	2021-11-15
2021-06-30	$650,011,849	7,822,044	-0.4%	Shares	Defined	2021-08-17
2021-03-31	$562,376,437	7,851,130	+50.2%	Shares	Defined	2021-05-17
2020-12-31	$337,833,226	5,227,998	+391.2%	Shares	Defined	2021-02-16
2020-09-30	$58,633,770	1,064,327	-42.7%	Shares	Defined	2020-11-16
2020-06-30	$96,059,743	1,856,227	-37.5%	Shares	Defined	2020-08-14
2020-03-31	$136,028,308	2,971,348	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.