Position in WELL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,451,801
+$441,645 QoQ
Shares Held
12,401
+14.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
3 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)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026LDR Capital Management LLC holds $6,645,774 across 6 REIT - Healthcare Facilities names. WELL ranks #1 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
12,401 | $2,451,801 | |
| 2 | VTR |
Ventas, Inc.
|
15,962 | $1,305,372 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
23,233 | $1,018,070 | |
| 4 | CHCT |
Community Healthcare Trust Inc
|
58,236 | $925,370 | |
| 5 | DHC |
Diversified Healthcare Trust
|
107,256 | $712,179 | |
| 6 | XRN |
Chiron Real Estate Inc.
|
7,043 | $232,982 |
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,451,801 | 12,401 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,010,156 | 10,830 | Shares | Sole | 2026-01-22 | |
| 2023-09-30 | $1,031,454 | 12,591 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||