Position in WELL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,715,220
+$436,777 QoQ
Shares Held
33,965
+0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.90%
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)
All Filings in WELL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,715,220 | 33,965 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,278,443 | 33,826 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,928,499 | 33,280 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,069,400 | 32,976 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,223,844 | 21,042 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,505,854 | 19,883 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,450,238 | 19,138 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||