ENVESTNET ASSET MANAGEMENT INC
Holdings in WELL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $126,341,571 | 680,683 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $88,716,570 | 498,016 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $76,261,302 | 496,073 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $70,282,636 | 458,734 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $57,778,957 | 458,454 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $63,691,212 | 497,471 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $52,761,342 | 506,104 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $45,075,456 | 482,400 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $39,536,839 | 438,470 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $36,643,061 | 447,303 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $28,413,178 | 351,257 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $26,857,941 | 374,640 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $23,749,420 | 362,310 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $20,192,813 | 313,943 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $23,663,519 | 287,353 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $27,251,555 | 283,457 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $40,379,829 | 470,792 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $35,714,549 | 433,429 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $37,091,020 | 446,342 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $27,690,725 | 386,580 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $22,680,521 | 350,983 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $21,017,936 | 381,520 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $20,322,742 | 392,710 | Shares | Sole | 2020-07-08 |
| 2020-03-31 | $36,748,475 | 802,719 | Shares | Sole | 2020-04-23 |