Position in WELL
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,068,227
+$51,642 QoQ
Shares Held
5,403
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,068,227 | 5,403 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,016,585 | 5,477 | Shares | Sole | 2026-01-27 | |
| 2024-09-30 | $811,326 | 6,337 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $49,623 | 476 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||