Position in WELL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,513,656
+$1,167,209 QoQ
Shares Held
72,757
-6.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#293
of 1,580 holders
Holding Since
Mar 2020
26 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, 2026MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC holds $62,648,888 across 11 REIT - Healthcare Facilities names. WELL ranks #1 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
72,757 | $16,513,656 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
230,249 | $12,007,485 | |
| 3 | VTR |
Ventas, Inc.
|
87,479 | $7,768,135 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
167,659 | $6,765,040 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
307,033 | $5,990,213 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
110,553 | $5,271,167 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
224,767 | $4,810,013 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
128,524 | $2,592,329 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,513,656 | 72,757 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,346,447 | 77,621 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $14,320,182 | 77,152 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,636,617 | 76,550 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,575,407 | 75,297 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $11,647,943 | 76,026 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,637,262 | 76,468 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,906,065 | 77,373 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $8,518,580 | 81,713 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,317,748 | 89,017 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $8,094,560 | 89,770 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,372,718 | 89,999 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,925,116 | 97,974 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,650,036 | 92,761 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $6,086,907 | 92,859 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,799,284 | 90,163 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $7,240,953 | 87,929 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,900,208 | 82,174 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,943,253 | 80,952 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,496,910 | 78,846 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,478,891 | 77,965 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $5,539,147 | 77,330 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,941,749 | 76,474 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,929,955 | 71,337 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,905,727 | 75,473 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,321,476 | 72,553 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||