Position in WELL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$138,792
+$48,586 QoQ
Shares Held
702
+44.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $138,792 | 702 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $90,206 | 486 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $51,420 | 408 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $53,644 | 419 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,139 | 174 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $20,276 | 217 | Shares | Sole | 2025-03-11 | |
| 2023-09-30 | $1,130,741 | 13,803 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $424,834 | 5,252 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||