Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,156,441
+$270,288 QoQ
Shares Held
9,501
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#584
of 1,580 holders
Holding Since
Sep 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 Jun 30, 2026Waterloo Capital, L.P. holds $18,778,333 across 6 REIT - Healthcare Facilities names. WELL ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
143,784 | $6,855,621 | |
| 2 | SBRA |
Sabra Health Care REIT, Inc.
|
304,684 | $5,944,384 | |
| 3 | LTC |
Ltc Properties Inc
|
73,408 | $2,822,537 | |
| 4 | WELL |
Welltower Inc.
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|
9,501 | $2,156,441 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
24,916 | $533,202 | |
| 6 | MPT |
Medical Properties Trust Inc
|
100,898 | $466,148 |
All Filings in WELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,156,441 | 9,501 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,886,153 | 9,540 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,949,461 | 10,503 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,297,115 | 12,895 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,448,290 | 9,421 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,222,922 | 7,982 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $927,706 | 7,361 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,071,355 | 8,368 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||