Position in WELL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$219,062
New position
Shares Held
1,108
first reported quarter
Ownership
0.000%
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, 2026MARTINGALE ASSET MANAGEMENT L P holds $8,667,506 across 7 REIT - Healthcare Facilities names. WELL ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
66,503 | $2,437,334 | |
| 2 | LTC |
Ltc Properties Inc
|
63,448 | $2,357,727 | |
| 3 | UHT |
Universal Health Realty Income Trust
|
25,918 | $1,048,901 | |
| 4 | DHC |
Diversified Healthcare Trust
|
147,946 | $982,361 | |
| 5 | CHCT |
Community Healthcare Trust Inc
|
53,141 | $844,410 | |
| 6 | NHI |
National Health Investors Inc
|
9,618 | $777,711 | |
| 7 | WELL |
Welltower Inc.
This page
|
1,108 | $219,062 |
All Filings in WELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,062 | 1,108 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||