Cambria Investment Management, L.P.
Position in WELL — Welltower Inc.
CIK 1529389
Manhattan Beach, CA
Position in WELL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$642,952
-$74,616 QoQ
Shares Held
3,252
-15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Cambria Investment Management, L.P. holds $6,252,867 across 10 REIT - Healthcare Facilities names. WELL ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHT |
Universal Health Realty Income Trust
|
15,889 | $643,027 | |
| 2 | WELL |
Welltower Inc.
This page
|
3,252 | $642,952 | |
| 3 | CHCT |
Community Healthcare Trust Inc
|
40,283 | $640,096 | |
| 4 | LTC |
Ltc Properties Inc
|
16,942 | $629,564 | |
| 5 | XRN |
Chiron Real Estate Inc.
|
18,933 | $626,303 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
26,409 | $625,365 | |
| 7 | NHI |
National Health Investors Inc
|
7,633 | $617,204 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
16,725 | $612,971 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $642,952 | 3,252 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $717,568 | 3,866 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $688,511 | 3,865 | Shares | Other | 2025-12-01 | |
| 2025-06-30 | $514,226 | 3,345 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $448,752 | 2,929 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $540,668 | 4,290 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $430,948 | 3,366 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $374,570 | 3,593 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $303,773 | 3,251 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $257,164 | 2,852 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||