LDR Capital Management
WELL icon

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
Q3 		$3.1M Buy
13,476
+1,200
+10% +$284K 3.83% 11
2026
Q2 		$2.79M Sell
12,276
-125
-1% -$26.4K 3.22% 11
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LDR Capital Management's WELL Position: Q3 2026 in Review

LDR Capital Management increased its Welltower (WELL) stake by 9.8% in Q3 2026, buying an estimated $284K and bringing the position to 13,476 shares worth $3.1M. The position accounts for 3.83% of the portfolio, ranked #11.

LDR Capital Management first reported a position in WELL in Q3 2023 and has held it in 5 quarters since. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • LDR Capital Management held 13,476 shares of Welltower worth $3.1M as of Q3 2026.
  • LDR Capital Management bought 1,200 Welltower shares in Q3 2026, an estimated $284K.
  • Welltower made up 3.83% of LDR Capital Management's portfolio in Q3 2026, its #11 holding.
  • LDR Capital Management first reported a position in Welltower in Q3 2023 and has held it in 5 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on LDR Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.