Position in WELL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$231,716
-$1,164,071 QoQ
Shares Held
1,172
-84.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026FOX RUN MANAGEMENT, L.L.C. holds $1,239,764 across 4 REIT - Healthcare Facilities names.
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,716 | 1,172 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,395,787 | 7,520 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $960,505 | 6,248 | Shares | Sole | 2025-08-06 | |
| 2024-03-31 | $1,326,287 | 14,194 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $730,106 | 8,097 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $362,640 | 3,772 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $470,833 | 5,714 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||