13F

Position

Alpha Zero LLC in Welltower Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $13.3K$185.61$197.71

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.1K$203.6K0.1%
Q1 20261.65K$326.2K$197.71$13.3K$109.3K0.2%