Position in WELL
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$61,290
+$27,324 QoQ
Shares Held
310
+69.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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, 2026BROWN, LISLE/CUMMINGS, INC. holds $77,935 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (78.6% 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 | $61,290 | 310 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $33,966 | 183 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $32,599 | 183 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $28,132 | 183 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $28,037 | 183 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $22,055 | 175 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $22,405 | 175 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||