SEC 13F Intelligence

Ldr Capital Management LLC / WELL

Ldr Capital Management LLC’s Welltower Inc Position

Does Ldr Capital Management LLC own Welltower Inc (WELL)? Yes12.4K shares worth $2M (+3.30% of its 13F portfolio) as of Q1 2026, up from 10.8K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
12.4K
% of Portfolio
+3.30%
Quarters Held
3
currently held

Position History WELL

Reported value by quarter
Q3 ’23: $1MQ3 ’23Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.4K$2M+3.30%
Q4 202510.8K$2M+2.79%
Q3 202312.6K$1M+0.63%

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