Position in WELL
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$2,400,792
-$1,086,298 QoQ
Shares Held
12,143
-38.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
4 quarters on record
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026iA Global Asset Management Inc. holds $714,674 across 2 REIT - Healthcare Facilities names.
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,400,792 | 12,143 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $3,487,090 | 19,575 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $15,167 | 99 | Shares | Sole | 2025-05-09 | |
| 2023-12-31 | $236,245 | 2,620 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||