Position in WELL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$11,043,289
+$849,031 QoQ
Shares Held
55,856
+1.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CWM, LLC holds $35,145,898 across 17 REIT - Healthcare Facilities names. WELL ranks #1 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
55,856 | $11,043,289 | |
| 2 | VTR |
Ventas, Inc.
|
119,930 | $9,807,875 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
72,330 | $3,411,082 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
62,883 | $2,755,533 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
127,657 | $2,168,892 | |
| 6 | MPT |
Medical Properties Trust Inc
|
332,963 | $1,541,618 | |
| 7 | NHI |
National Health Investors Inc
|
11,496 | $929,566 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
44,410 | $729,656 |
All Filings in WELL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,043,289 | 55,856 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,194,258 | 54,923 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $10,428,315 | 58,540 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,453,390 | 22,464 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,325,727 | 15,180 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,816,470 | 14,413 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,839,022 | 14,364 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,554,888 | 14,915 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,282,090 | 13,721 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,171,037 | 12,987 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,039,974 | 12,695 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,002,955 | 12,399 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $696,898 | 9,721 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $611,057 | 9,322 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $410,168 | 6,377 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $529,345 | 6,428 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $500,312 | 5,204 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $315,976 | 3,684 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $196,697 | 2,367 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $169,548 | 2,367 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $152,955 | 2,367 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $130,398 | 2,367 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $122,492 | 2,367 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $108,361 | 2,367 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||