Position in WELL
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$19,177
+$616 QoQ
Shares Held
97
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,177 | 97 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $18,561 | 100 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $35,628 | 200 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||