Position in WELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$935,343
-$721,071 QoQ
Shares Held
4,121
-50.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#767
of 1,586 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026Life Cycle Investment Partners Ltd holds $81,236,927 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
1,990,126 | $80,301,584 | |
| 2 | WELL |
Welltower Inc.
This page
|
4,121 | $935,343 |
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $935,343 | 4,121 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,656,414 | 8,378 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||