Position in WELL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,656,414
New position
Shares Held
8,378
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Life Cycle Investment Partners Ltd holds $61,131,374 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
1,622,782 | $59,474,960 | |
| 2 | WELL |
Welltower Inc.
This page
|
8,378 | $1,656,414 |
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,656,414 | 8,378 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||