Position in WELL
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$139,187
+$79,694 QoQ
Shares Held
704
+81.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,187 | 704 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $59,493 | 387 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $58,985 | 385 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $45,974 | 441 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $43,075 | 461 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||