Position in WELL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$766,917
-$1,724,526 QoQ
Shares Held
3,879
-71.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $766,917 | 3,879 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,491,443 | 13,423 | Shares | Sole | 2026-02-05 | |
| 2025-03-31 | $2,341,202 | 15,281 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,093,988 | 16,615 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||