Position in WELL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,354,313
+$713,959 QoQ
Shares Held
6,850
+98.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,781,856
PutShares
9,600
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, 2026DigitalBridge Group, Inc. holds $8,304,194 across 2 REIT - Healthcare Facilities names.
All Filings in WELL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,354,313 | 6,850 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $640,354 | 3,450 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $1,781,856 | 9,600 | Put | Defined | 2026-02-12 | |
| 2025-09-30 | $1,977,354 | 11,100 | Put | Defined | 2025-11-18 | |
| 2025-09-30 | $676,932 | 3,800 | Shares | Defined | 2025-11-18 | |
| 2025-06-30 | $1,706,403 | 11,100 | Put | Defined | 2025-08-13 | |
| 2025-03-31 | $1,700,631 | 11,100 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $1,209,888 | 9,600 | Put | Defined | 2025-02-19 | |
| 2024-09-30 | $1,587,572 | 12,400 | Put | Sole | 2024-11-12 | |
| 2024-06-30 | $677,625 | 6,500 | Put | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||