Position in WELL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$12,868,744
-$137,690 QoQ
Shares Held
65,089
-7.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.042142297469619.ToString("F0")%
Shared 0.ToString("F0")%
None 86.95785770253039.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $26,529,620 across 8 REIT - Healthcare Facilities names. WELL ranks #1 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
65,089 | $12,868,744 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
341,398 | $5,609,168 | |
| 3 | NHI |
National Health Investors Inc
|
36,358 | $2,939,907 | |
| 4 | VTR |
Ventas, Inc.
|
22,816 | $1,865,892 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
34,027 | $1,604,712 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
22,906 | $1,003,740 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
15,757 | $577,494 | |
| 8 | MPT |
Medical Properties Trust Inc
|
12,951 | $59,963 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,868,744 | 65,089 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $13,006,434 | 70,074 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $9,080,508 | 50,974 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $7,672,971 | 49,912 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $7,013,493 | 45,777 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $4,466,627 | 35,441 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $4,246,369 | 33,167 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,944,646 | 57,023 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $5,710,771 | 61,117 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,749,598 | 63,764 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $5,342,166 | 65,212 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,525,028 | 68,303 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $5,113,430 | 71,327 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $5,407,348 | 82,492 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $5,406,480 | 84,056 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $6,846,742 | 83,142 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $8,782,291 | 91,349 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $9,328,600 | 108,763 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,485,310 | 115,113 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $11,079,972 | 133,333 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $9,558,951 | 133,449 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,840,078 | 136,801 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $8,493,499 | 154,175 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $9,560,914 | 184,752 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $19,138,280 | 418,049 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||