Position in WELL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$588,384
+$258,927 QoQ
Shares Held
2,976
+67.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $588,384 | 2,976 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $329,457 | 1,775 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $795,751 | 4,467 | Shares | Sole | 2025-11-07 | |
| 2021-06-30 | $4,986 | 60 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,297 | 60 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,877 | 60 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,305 | 60 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,105 | 60 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,746 | 60 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||