Cambria Investment Management, L.P.
Position in WELL — Welltower Inc.
CIK 1529389
Manhattan Beach, CA
Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$914,916
+$271,964 QoQ
Shares Held
4,031
+24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#775
of 1,589 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Cambria Investment Management, L.P. holds $5,940,567 across 7 REIT - Healthcare Facilities names. WELL ranks #1 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
4,031 | $914,916 | |
| 2 | CHCT |
Community Healthcare Trust Inc
|
49,993 | $913,872 | |
| 3 | XRN |
Chiron Real Estate Inc.
|
23,474 | $880,744 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
20,777 | $838,351 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
17,270 | $823,433 | |
| 6 | LTC |
Ltc Properties Inc
|
21,008 | $807,757 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
39,031 | $761,494 |
All Filings in WELL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $914,916 | 4,031 | Shares | Other | 2026-08-14 | |
| 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. | ||||||