Position in WELL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,260,057
+$732,244 QoQ
Shares Held
21,547
-6.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
All Filings in WELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,260,057 | 21,547 | Shares | Sole | 2026-05-11 | |
| 2025-03-31 | $3,527,813 | 23,026 | Shares | Sole | 2025-05-09 | |
| 2023-09-30 | $1,677,475 | 20,477 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||