Position in WELL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$479,051
+$8,159 QoQ
Shares Held
2,423
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $479,051 | 2,423 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $470,892 | 2,537 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $557,043 | 3,127 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $404,156 | 2,629 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $325,571 | 2,125 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $263,150 | 2,088 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $260,541 | 2,035 | Shares | Sole | 2024-11-13 | |
| 2022-09-30 | $75,833 | 1,179 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $89,349 | 1,085 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $104,696 | 1,089 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $102,580 | 1,196 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $98,550 | 1,196 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $99,387 | 1,196 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $89,609 | 1,251 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $13,440 | 208 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $12,725 | 231 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $30,532 | 590 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $64,412 | 1,407 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||