Position in WELL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$207,595
+$74,956 QoQ
Shares Held
1,050
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,595 | 1,050 | Shares | Sole | 2026-05-01 | |
| 2024-09-30 | $132,639 | 1,036 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||