Position in WELL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,699
-$20,107 QoQ
Shares Held
44
-80.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,699 | 44 | Shares | Sole | 2026-05-12 | |
| 2024-09-30 | $28,806 | 225 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $23,456 | 225 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $21,024 | 225 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $20,288 | 225 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $49,561 | 605 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||