Position in WELL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$69,396
+$4,433 QoQ
Shares Held
351
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Anchor Investment Management, LLC holds $1,299,821 across 9 REIT - Healthcare Facilities names. WELL ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
20,543 | $337,521 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
7,296 | $319,710 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
6,963 | $255,193 | |
| 4 | LTC |
Ltc Properties Inc
|
4,463 | $165,845 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
4,140 | $79,612 | |
| 6 | WELL |
Welltower Inc.
This page
|
351 | $69,396 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
2,159 | $36,681 | |
| 8 | CHCT |
Community Healthcare Trust Inc
|
2,257 | $35,863 |
All Filings in WELL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,396 | 351 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $64,963 | 350 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $62,349 | 350 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $53,805 | 350 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $45,963 | 300 | Shares | Sole | 2025-05-20 | |
| 2024-03-31 | $934 | 10 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,542 | 250 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $20,480 | 250 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $20,222 | 250 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $17,922 | 250 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $16,387 | 250 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $16,080 | 250 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $20,587 | 250 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $28,842 | 300 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $25,731 | 300 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $24,720 | 300 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $24,930 | 300 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $21,489 | 300 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $19,386 | 300 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $16,527 | 300 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $284,625 | 5,500 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $251,790 | 5,500 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||