Position in WELL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,346,997
+$64,063 QoQ
Shares Held
6,813
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026GREAT LAKES ADVISORS, LLC holds $2,633,884 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (51.1% of the industry book) .
All Filings in WELL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,346,997 | 6,813 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,282,934 | 6,912 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,223,464 | 6,868 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $539,130 | 3,507 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $472,040 | 3,081 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $471,226 | 3,739 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $295,749 | 2,310 | Shares | Sole | 2024-11-04 | |
| 2020-06-30 | $241,517 | 4,667 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $239,063 | 5,222 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||