Position in WELL
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$8,258,346
-$1,864,080 QoQ
Shares Held
41,770
-23.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
All Filings in WELL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,258,346 | 41,770 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $10,122,426 | 54,536 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $13,135,331 | 73,736 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,335,435 | 73,736 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,297,092 | 73,736 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,162,284 | 56,830 | Shares | Sole | 2025-01-17 | |
| 2023-06-30 | $1,843,321 | 22,788 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,683,639 | 23,485 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,878,728 | 28,661 | Shares | Sole | 2023-01-26 | |
| 2022-06-30 | $3,138,523 | 38,112 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,594,097 | 37,384 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,241,505 | 37,793 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,919,362 | 59,701 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $6,252,360 | 75,239 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $3,985,206 | 55,636 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $5,415,543 | 83,806 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $4,682,815 | 85,003 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,741,576 | 72,301 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $3,318,821 | 72,495 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||