Position in WELL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$3,166,325
+$1,004,897 QoQ
Shares Held
16,015
+37.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Brooklyn Investment Group holds $8,454,954 across 9 REIT - Healthcare Facilities names. WELL ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
16,015 | $3,166,325 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
71,248 | $2,611,239 | |
| 3 | UHT |
Universal Health Realty Income Trust
|
19,548 | $791,107 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
13,055 | $572,070 | |
| 5 | VTR |
Ventas, Inc.
|
6,807 | $556,676 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
19,859 | $337,404 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
11,357 | $186,595 | |
| 8 | DHC |
Diversified Healthcare Trust
|
22,854 | $151,750 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,166,325 | 16,015 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $2,161,428 | 11,645 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,064,208 | 5,974 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $904,393 | 5,883 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $579,287 | 3,781 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $234,289 | 1,859 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $219,187 | 1,712 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||