Position in WELL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$845,605
+$22,982 QoQ
Shares Held
4,277
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026BARD ASSOCIATES INC holds $434,327 across 1 REIT - Healthcare Facilities name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
10,764 | $434,327 |
All Filings in WELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $845,605 | 4,277 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $822,623 | 4,432 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $852,399 | 4,785 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,182,043 | 14,194 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,188,451 | 14,284 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,806,514 | 14,334 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,841,583 | 14,384 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,551,969 | 14,887 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,400,385 | 14,987 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,354,353 | 15,020 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,270,988 | 15,515 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,265,928 | 15,650 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,126,393 | 15,712 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,044,670 | 15,937 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,025,067 | 15,937 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,339,011 | 16,260 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,502,572 | 15,629 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,354,822 | 15,796 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,342,790 | 16,296 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,359,765 | 16,363 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,180,104 | 16,475 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,083,354 | 16,765 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $928,707 | 16,858 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $903,658 | 17,462 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $799,410 | 17,462 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||