LDR Capital Management’s Welltower WELL Stock Holding History

LDR Capital Management’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.45M	Buy	12,401 +1,571	+15%	+$310K	3.3%	8
2025 Q4	$2.01M	Buy	+10,830	New	+$2.02M	2.79%	12
2023 Q4	–	Sell	-12,591	Closed	-$1.03M	–	43
2023 Q3	$1.03M	Buy	+12,591	New	+$1.04M	0.63%	30

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LDR Capital Management's WELL Position: Q1 2026 in Review

LDR Capital Management increased its Welltower (WELL) stake by 15% in Q1 2026, buying an estimated $310K and bringing the position to 12,401 shares worth $2.45M. The position accounts for 3.3% of the portfolio, ranked #8.

LDR Capital Management first reported a position in WELL in Q3 2023 and has held it in 3 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

LDR Capital Management held 12,401 shares of Welltower worth $2.45M as of Q1 2026.
LDR Capital Management bought 1,571 Welltower shares in Q1 2026, an estimated $310K.
Welltower made up 3.3% of LDR Capital Management's portfolio in Q1 2026, its #8 holding.
LDR Capital Management first reported a position in Welltower in Q3 2023 and has held it in 3 quarters since.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on LDR Capital Management's 13F filing for Q1 2026, filed 11 May 2026.