Position in WELL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,017,098,134
-$47,733,068 QoQ
Shares Held
5,144,394
-10.3% QoQ
Ownership
0.729%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 16.125572807992544.ToString("F0")%
Shared 0.ToString("F0")%
None 83.87442719200745.ToString("F0")%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Derivatives in WELL
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$3,526,590
PutShares
19,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026DEUTSCHE BANK AG\ holds $1,814,664,977 across 17 REIT - Healthcare Facilities names. WELL ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
5,144,394 | $1,017,098,134 | |
| 2 | VTR |
Ventas, Inc.
|
4,722,275 | $386,187,647 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
3,412,762 | $125,077,725 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
6,983,550 | $114,739,723 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
1,563,364 | $73,728,243 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
921,104 | $40,362,774 | |
| 7 | MPT |
Medical Properties Trust Inc
|
5,609,083 | $25,970,052 | |
| 8 | NHI |
National Health Investors Inc
|
170,674 | $13,800,697 |
All Filings in WELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,017,098,134 | 5,144,394 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,526,590 | 19,000 | Put | Defined | 2026-02-11 | |
| 2025-12-31 | $1,064,831,202 | 5,736,928 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $845,586,398 | 4,746,752 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $722,378,649 | 4,699,009 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $784,632,531 | 5,121,288 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $630,541,067 | 5,003,103 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $607,956,469 | 4,748,547 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $574,831,161 | 5,513,968 | Shares | Defined | 2025-06-12 | |
| 2024-03-31 | $506,711,567 | 5,422,855 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $475,860,449 | 5,277,370 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $349,105,601 | 4,261,543 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $462,678,744 | 5,719,851 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $353,218,132 | 4,927,021 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $61,353,487 | 935,980 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $87,836,804 | 1,365,622 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $384,785,393 | 4,672,561 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $490,794,218 | 5,104,995 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $435,008,540 | 5,071,803 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $401,223,808 | 4,869,221 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $374,683,769 | 4,508,830 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $294,496,999 | 4,111,364 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $254,559,112 | 3,939,324 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $242,522,207 | 4,402,291 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $277,814,334 | 5,368,393 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $164,472,520 | 3,592,672 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||