Zimmer Partners, LP

Position in WELL — Welltower Inc.

CIK 1565854 NEW YORK, NY

Back to WELL Full portfolio

Position in WELL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$221,222,661

+$13,947,334 QoQ

Shares Held

1,118,925

+0.2% QoQ

Ownership

0.159%

of shares outstanding

% of Portfolio

5.65%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Derivatives in WELL

reported options exposure · as of Mar 31, 2025

CallValue

$19,151,250

CallShares

125,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Healthcare Facilities

Real Estate · as of Mar 31, 2026

Zimmer Partners, LP holds $277,913,220 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (79.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	1,118,925	$221,222,661
2	CTRE	CareTrust REIT, Inc.	1,486,155	$54,467,580
3	DOC	Healthpeak Properties, Inc.	135,300	$2,222,979

All Filings in WELL

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$221,222,661	1,118,925	+0.2%	Shares	Sole	2026-05-15
2025-12-31	$207,275,327	1,116,725	+0.9%	Shares	Sole	2026-02-17
2025-09-30	$197,066,484	1,106,245	-11.3%	Shares	Sole	2025-11-14
2025-06-30	$191,815,838	1,247,745	+898.2%	Shares	Sole	2025-08-14
2025-03-31	$19,151,250	125,000	-93.3%	Call	Sole	2025-05-15
2025-03-31	$284,487,682	1,856,848	-44.2%	Shares	Sole	2025-05-15
2024-12-31	$419,653,937	3,329,794	+0.4%	Shares	Sole	2025-02-14
2024-09-30	$424,643,502	3,316,750	0.0%	Shares	Sole	2024-11-14
2024-06-30	$345,771,187	3,316,750	0.0%	Shares	Sole	2024-08-14
2024-03-31	$309,917,120	3,316,750	+563.4%	Shares	Sole	2024-05-15
2023-06-30	$40,445,000	500,000	-35.5%	Shares	Sole	2023-08-14
2023-03-31	$55,559,750	775,000	-79.8%	Shares	Sole	2023-05-15
2022-12-31	$251,168,721	3,831,712	-4.2%	Shares	Sole	2023-02-14
2022-09-30	$257,280,000	4,000,000	+14.7%	Shares	Sole	2022-11-14
2022-06-30	$287,195,625	3,487,500	-1.1%	Shares	Sole	2022-08-15
2022-03-31	$338,893,500	3,525,000	-3.8%	Shares	Sole	2022-05-16
2021-12-31	$314,132,625	3,662,500	+3.7%	Shares	Sole	2022-02-14
2021-09-30	$290,927,784	3,530,677	+29.0%	Shares	Sole	2021-11-15
2021-06-30	$227,486,250	2,737,500	+148.9%	Shares	Sole	2021-08-16
2021-03-31	$78,793,000	1,100,000	-67.5%	Shares	Sole	2021-05-17
2020-12-31	$218,900,250	3,387,500	+2610.0%	Shares	Sole	2021-02-16
2020-09-30	$6,886,250	125,000	-96.9%	Call	Sole	2020-11-16
2020-09-30	$220,360,000	4,000,000	-4.2%	Shares	Sole	2020-11-16
2020-06-30	$216,080,883	4,175,476	+735.1%	Shares	Sole	2020-08-14
2020-03-31	$22,890,000	500,000	-83.3%	Call	Sole	2020-05-15
2020-03-31	$137,340,000	3,000,000	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.