Position in WELL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$497,042
+$270,784 QoQ
Shares Held
2,514
+106.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NorthCrest Asset Manangement, LLC holds $1,062,194 across 3 REIT - Healthcare Facilities names.
All Filings in WELL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $497,042 | 2,514 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $226,258 | 1,219 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $301,769 | 1,694 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||