Position in WELL
as of Mar 31, 2026
· filed Apr 6, 2026
Position Value
$2,767
-$15,047 QoQ
Shares Held
14
-86.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,767 | 14 | Shares | Other | 2026-04-06 | |
| 2025-09-30 | $17,814 | 100 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,373 | 100 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $15,321 | 100 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $12,603 | 100 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,803 | 100 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $10,425 | 100 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $9,344 | 100 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $9,017 | 100 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $8,192 | 100 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $12,133 | 150 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $10,753 | 150 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $29,497 | 450 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $28,944 | 450 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $37,057 | 450 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $43,263 | 450 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $42,885 | 500 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||