Position in WELL
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$340,851
-$4,754 QoQ
Shares Held
1,724
-7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
All Filings in WELL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $340,851 | 1,724 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $345,605 | 1,862 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $376,586 | 2,114 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $317,757 | 2,067 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $535,927 | 3,498 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $406,950 | 3,229 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $341,835 | 3,279 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $441,970 | 4,730 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $465,547 | 5,163 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $305,724 | 3,732 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $297,917 | 3,683 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $270,916 | 3,779 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $390,612 | 5,959 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $311,500 | 4,843 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $294,977 | 3,582 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $325,433 | 3,385 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $286,900 | 3,345 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $628,794 | 7,631 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $464,113 | 5,585 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $219,043 | 3,058 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||