Sagewood Asset Management LP

Position in WELL — Welltower Inc.

CIK 1693636 NEW YORK, NY

Position in WELL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$464,834

New position

Shares Held

2,048

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#958

of 1,577 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Sagewood Asset Management LP holds $871,592 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	2,048	$464,834
2	VTR	Ventas, Inc.	3,859	$342,679
3	MPT	Medical Properties Trust Inc	13,870	$64,079

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$464,834	2,048	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.