Position in WELL
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$16,014
+$980 QoQ
Shares Held
81
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Red Tortoise LLC holds $33,783 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (47.4% of the industry book) .
All Filings in WELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,014 | 81 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $15,034 | 81 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $14,429 | 81 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $12,452 | 81 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $12,410 | 81 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $10,208 | 81 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $10,370 | 81 | Shares | Other | 2024-10-28 | |
| 2024-06-30 | $8,444 | 81 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $7,568 | 81 | Shares | Other | 2024-04-19 | |
| 2023-12-31 | $7,303 | 81 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $6,635 | 81 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $6,552 | 81 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $5,806 | 81 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $5,309 | 81 | Shares | Other | 2023-02-01 | |
| 2021-09-30 | $0 | 0 | Shares | Other | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||