Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$251,482
+$32,420 QoQ
Shares Held
1,108
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,179
of 1,586 holders
Holding Since
Mar 2026
2 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, 2026MARTINGALE ASSET MANAGEMENT L P holds $9,416,048 across 6 REIT - Healthcare Facilities names. WELL ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LTC |
Ltc Properties Inc
|
69,956 | $2,689,808 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
66,504 | $2,683,436 | |
| 3 | NHI |
National Health Investors Inc
|
23,826 | $1,816,970 | |
| 4 | UHT |
Universal Health Realty Income Trust
|
32,619 | $1,430,669 | |
| 5 | CHCT |
Community Healthcare Trust Inc
|
29,742 | $543,683 | |
| 6 | WELL |
Welltower Inc.
This page
|
1,108 | $251,482 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,482 | 1,108 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $219,062 | 1,108 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||