Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$38,242,855
+$4,220,326 QoQ
Shares Held
168,493
-2.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#203
of 1,581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026UMB Bank, n.a. holds $39,061,336 across 11 REIT - Healthcare Facilities names. WELL ranks #1 (97.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
168,493 | $38,242,855 | |
| 2 | VTR |
Ventas, Inc.
|
2,698 | $239,581 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
3,485 | $166,164 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
4,951 | $105,951 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
4,323 | $87,194 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
1,742 | $70,289 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
3,078 | $60,051 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
952 | $49,646 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,242,855 | 168,493 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $34,022,529 | 172,083 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $32,026,633 | 172,548 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $32,053,798 | 179,936 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $31,191,662 | 202,899 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $34,119,100 | 222,695 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $27,731,388 | 220,038 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $27,972,761 | 218,486 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $18,588,921 | 178,311 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $16,695,951 | 178,681 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $11,473,410 | 127,242 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $338,001 | 4,126 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $402,345 | 4,974 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $424,834 | 5,926 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $419,192 | 6,395 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $584,475 | 9,087 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $671,975 | 8,160 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $880,545 | 9,159 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $876,225 | 10,216 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $821,115 | 9,965 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $818,451 | 9,849 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $745,309 | 10,405 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $851,691 | 13,180 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,404,292 | 43,643 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,258,525 | 43,643 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,919,463 | 41,928 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||