Position in WELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,564,245,705
+$1,347,264,485 QoQ
Shares Held
42,138,810
+1.4% QoQ
Ownership
5.97%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#4
of 1,586 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 1%
None 88%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026STATE STREET CORP holds $16,087,368,826 across 17 REIT - Healthcare Facilities names. WELL ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
42,138,810 | $9,564,245,705 | |
| 2 | VTR |
Ventas, Inc.
|
30,526,195 | $2,710,726,116 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
44,007,417 | $941,758,723 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
14,527,955 | $692,692,894 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
12,447,546 | $502,258,481 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
9,046,025 | $471,750,203 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
16,743,817 | $337,722,788 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
12,305,655 | $240,083,329 |
All Filings in WELL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,564,245,705 | 42,138,810 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $8,216,981,220 | 41,560,777 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,751,134,480 | 41,760,328 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,348,979,365 | 41,253,954 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,090,212,107 | 39,616,289 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,802,996,208 | 37,876,093 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,592,077,349 | 36,436,383 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,561,679,581 | 35,629,771 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,712,659,628 | 35,613,042 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,134,794,545 | 33,548,743 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,212,831,309 | 35,630,823 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,663,936,901 | 32,518,761 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,607,036,246 | 32,229,401 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,208,763,093 | 30,809,919 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,037,815,581 | 31,087,957 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $1,944,553,177 | 30,232,481 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $2,566,127,949 | 31,161,238 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,900,849,044 | 30,173,175 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,368,870,136 | 27,618,866 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,064,105,580 | 25,049,825 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,029,359,920 | 24,420,697 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,714,412,046 | 23,934,274 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $1,549,129,767 | 23,972,915 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,352,054,919 | 24,542,656 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,368,300,532 | 26,440,590 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,241,386,045 | 27,116,340 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||