Position in WELL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$246,742
-$32,937 QoQ
Shares Held
1,248
-20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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 Mar 31, 2026Campbell & CO Investment Adviser LLC holds $3,282,768 across 5 REIT - Healthcare Facilities names. WELL ranks #5 (7.5% of the industry book) .
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $246,742 | 1,248 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $279,679 | 1,570 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $389,859 | 2,536 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $851,081 | 5,555 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,031,807 | 8,187 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,868,384 | 22,404 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,322,898 | 22,282 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||