Taproot Management LP

Position in WELL — Welltower Inc.

CIK 2074098 NEW YORK, NY

Position in WELL

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$5,139,076

+$2,895,980 QoQ

Shares Held

25,993

+115.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Mar 31, 2026

Taproot Management LP holds $10,609,337 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (48.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	25,993	$5,139,076
2	AHR	American Healthcare REIT, Inc.	92,803	$4,376,589
3	CTRE	CareTrust REIT, Inc.	29,841	$1,093,672

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,139,076	25,993	+115.1%	Shares	Sole	2026-05-13
2025-12-31	$2,243,096	12,085	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.