SEC 13F Intelligence

Corda Investment Management, LLC. / WELL

Corda Investment Management, LLC.’s Welltower Inc Position

Does Corda Investment Management, LLC. own Welltower Inc (WELL)? Yes — 265.7K shares worth $53M (+3.63% of its 13F portfolio) as of Q1 2026, down from 279.6K shares the prior filed quarter.

Position Value
$53M
Q1 2026
Shares
265.7K
% of Portfolio
+3.63%
Quarters Held
30
currently held

Position History WELL

Reported value by quarter
Q4 ’18: $35MQ4 ’18Q1 ’19: $38MQ2 ’19: $39MQ3 ’19: $43MQ4 ’19: $38MQ4 ’19Q1 ’20: $24MQ2 ’20: $27MQ3 ’20: $29MQ4 ’20: $35MQ4 ’20Q1 ’21: $39MQ2 ’21: $44MQ3 ’21: $43MQ4 ’21: $45MQ4 ’21Q1 ’22: $49MQ2 ’22: $41MQ3 ’22: $34MQ4 ’22: $39MQ4 ’22Q1 ’23: $42MQ2 ’23: $43MQ3 ’23: $41MQ4 ’23: $42MQ4 ’23Q1 ’24: $41MQ2 ’24: $45MQ3 ’24: $47MQ4 ’24: $45MQ4 ’24Q1 ’25: $46MQ2 ’25: $45MQ3 ’25: $51MQ4 ’25: $52MQ4 ’25Q1 ’26: $53Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026265.7K$53M+3.63%
Q4 2025279.6K$52M+3.77%
Q3 2025286.8K$51M+3.59%
Q2 2025291.7K$45M+3.30%
Q1 2025299.9K$46M+3.65%
Q4 2024357.9K$45M+3.60%
Q3 2024368.4K$47M+3.68%
Q2 2024427.2K$45M+3.62%
Q1 2024440.4K$41M+3.27%
Q4 2023464.8K$42M+3.52%
Q3 2023506.1K$41M+3.76%
Q2 2023532.8K$43M+3.37%
Q1 2023584.8K$42M+3.35%
Q4 2022593.7K$39M+3.17%
Q3 2022532.9K$34M+3.07%
Q2 2022500.9K$41M+3.50%
Q1 2022509.8K$49M+3.80%
Q4 2021520.2K$45M+3.51%
Q3 2021525.6K$43M+3.77%
Q2 2021532.1K$44M+3.80%
Q1 2021540.0K$39M+3.51%
Q4 2020535.9K$35M+3.48%
Q3 2020532.5K$29M+3.19%
Q2 2020524.8K$27M+3.12%
Q1 2020520.4K$24M+2.98%
Q4 2019462.9K$38M+4.06%
Q3 2019470.7K$43M+4.67%
Q2 2019478.0K$39M+4.23%
Q1 2019491.2K$38M+4.41%
Q4 2018497.2K$35M+4.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Corda Investment Management, LLC.’s full portfolio or all institutional holders of WELL.