Position in WELL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$286,679
+$18,473 QoQ
Shares Held
1,450
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,679 | 1,450 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $268,206 | 1,445 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $256,343 | 1,439 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $206,459 | 1,343 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||