Position in WELL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$629,387
+$11,939 QoQ
Shares Held
2,773
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#868
of 1,581 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Derivatives in WELL
reported options exposure · as of Sep 30, 2023CallValue
$1,350
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Moors & Cabot, Inc. holds $1,469,970 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (42.8% of the industry book) .
All Filings in WELL
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,387 | 2,773 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $617,448 | 3,123 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $565,739 | 3,048 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $642,907 | 3,609 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $554,811 | 3,609 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $563,659 | 3,679 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $462,782 | 3,672 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $463,084 | 3,617 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $387,497 | 3,717 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $344,980 | 3,692 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $339,670 | 3,767 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $311,459 | 3,802 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $1,350 | 100 | Call | Sole | 2023-11-08 | |
| 2023-06-30 | $319,677 | 3,952 | Shares | Sole | 2023-08-10 | |
| 2023-06-30 | $1,330 | 100 | Call | Sole | 2023-08-10 | |
| 2023-03-31 | $285,111 | 3,977 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $260,692 | 3,977 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $255,800 | 3,977 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $319,270 | 3,877 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $331,875 | 3,452 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $288,187 | 3,360 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $309,824 | 3,760 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $370,626 | 4,460 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $222,053 | 3,100 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $213,246 | 3,300 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $219,643 | 3,987 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $206,327 | 3,987 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||