SEC 13F Intelligence

Gillson Capital LP / WELL

Gillson Capital LP’s Welltower Inc Position

Does Gillson Capital LP own Welltower Inc (WELL)? Yes — 138.0K shares worth $27M (+2.24% of its 13F portfolio) as of Q1 2026, down from 251.0K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
138.0K
% of Portfolio
+2.24%
Quarters Held
6
currently held

Position History WELL

Reported value by quarter
Q1 ’22: $7MQ1 ’22Q1 ’24: $8MQ1 ’24Q4 ’24: $6MQ4 ’24Q1 ’25: $24MQ1 ’25Q2 ’25: $39MQ2 ’25Q1 ’26: $27MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026138.0K$27M+2.24%
Q2 2025251.0K$39M+2.95%
Q1 2025156.3K$24M+2.04%
Q4 202447.0K$6M+0.53%
Q1 202488.5K$8M+0.79%
Q1 202273.5K$7M+0.56%

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