Position in WELL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$18,897,515
+$2,964,939 QoQ
Shares Held
95,582
+11.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Mariner, LLC holds $51,658,145 across 9 REIT - Healthcare Facilities names. WELL ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
95,582 | $18,897,515 | |
| 2 | VTR |
Ventas, Inc.
|
198,615 | $16,242,734 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
154,063 | $6,751,040 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
231,179 | $3,927,731 | |
| 5 | SILA |
Sila Realty Trust, Inc.
|
119,424 | $2,827,960 | |
| 6 | MPT |
Medical Properties Trust Inc
|
474,247 | $2,195,762 | |
| 7 | UHT |
Universal Health Realty Income Trust
|
9,087 | $367,750 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
15,184 | $249,473 |
All Filings in WELL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,897,515 | 95,582 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $15,932,576 | 85,839 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $19,291,670 | 108,295 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $14,446,007 | 93,970 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,125,958 | 85,673 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $10,194,440 | 80,889 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $10,193,491 | 79,618 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $7,938,533 | 76,149 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $7,007,532 | 74,995 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,460,830 | 93,832 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,324,957 | 89,416 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,606,889 | 69,315 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,066,259 | 70,669 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,290,771 | 65,458 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,999,515 | 31,087 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,429,654 | 29,504 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,604,913 | 27,095 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,983,774 | 23,129 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,781,240 | 21,617 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,595,686 | 19,202 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,073,303 | 14,984 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $901,836 | 13,956 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $834,778 | 15,153 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,062,893 | 20,539 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,502,820 | 32,827 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||