Position in WELL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$29,261
+$1,791 QoQ
Shares Held
148
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,261 | 148 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $27,470 | 148 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,174 | 175 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $41,045 | 267 | Shares | Sole | 2025-08-05 | |
| 2024-06-30 | $41,595 | 399 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $36,535 | 391 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $35,076 | 389 | Shares | Sole | 2024-02-29 | |
| No filing history on record for this holder in this stock. | ||||||