Position in WELL
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$217,085
-$5,647 QoQ
Shares Held
1,098
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Samalin Investment Counsel, LLC holds $3,554,853 across 6 REIT - Healthcare Facilities names. WELL ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
28,560 | $1,251,499 | |
| 2 | CHCT |
Community Healthcare Trust Inc
|
50,615 | $804,272 | |
| 3 | MPT |
Medical Properties Trust Inc
|
123,770 | $573,055 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
23,521 | $452,308 | |
| 5 | XRN |
Chiron Real Estate Inc.
|
7,758 | $256,634 | |
| 6 | WELL |
Welltower Inc.
This page
|
1,098 | $217,085 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,085 | 1,098 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $222,732 | 1,200 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $220,893 | 1,240 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||