Position in WELL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,233,512
+$43,938 QoQ
Shares Held
6,239
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,233,512 | 6,239 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,189,574 | 6,409 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,130,476 | 6,346 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $975,570 | 6,346 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $972,117 | 6,345 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||