Position in WELL
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$341,247
+$82,322 QoQ
Shares Held
1,726
+23.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 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, 2026Abel Hall, LLC holds $2,591,165 across 8 REIT - Healthcare Facilities names. WELL ranks #5 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
11,923 | $436,977 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
8,541 | $402,793 | |
| 3 | XRN |
Chiron Real Estate Inc.
|
12,052 | $398,680 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
23,037 | $391,398 | |
| 5 | WELL |
Welltower Inc.
This page
|
1,726 | $341,247 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
10,226 | $242,151 | |
| 7 | DHC |
Diversified Healthcare Trust
|
31,991 | $212,420 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
10,073 | $165,499 |
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $341,247 | 1,726 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $258,925 | 1,395 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $237,322 | 1,549 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||