Position in WELL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$254,650
-$3,347 QoQ
Shares Held
1,288
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $254,650 | 1,288 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $257,997 | 1,390 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $247,258 | 1,388 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $213,377 | 1,388 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $212,655 | 1,388 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $205,872 | 1,608 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $129,105 | 1,576 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $127,482 | 1,576 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $112,983 | 1,576 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $103,306 | 1,576 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $101,368 | 1,576 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $129,783 | 1,576 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $151,516 | 1,576 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $135,173 | 1,576 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $129,862 | 1,576 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $130,965 | 1,576 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $112,888 | 1,576 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $81,558 | 1,576 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $59,514 | 1,300 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||