Position in WELL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,528,908
+$43,219 QoQ
Shares Held
12,791
-4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026CHOREO, LLC holds $8,961,490 across 6 REIT - Healthcare Facilities names. WELL ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
70,853 | $3,104,778 | |
| 2 | WELL |
Welltower Inc.
This page
|
12,791 | $2,528,908 | |
| 3 | MPT |
Medical Properties Trust Inc
|
332,359 | $1,538,822 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
58,509 | $961,302 | |
| 5 | VTR |
Ventas, Inc.
|
7,431 | $607,707 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
6,002 | $219,973 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,528,908 | 12,791 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,485,689 | 13,392 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,596,390 | 14,575 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,242,766 | 14,589 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,439,716 | 15,924 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,768,074 | 14,029 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,841,199 | 14,381 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,365,153 | 13,095 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||