Position in WELL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$639,374
+$181,874 QoQ
Shares Held
2,817
+21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#861
of 1,577 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NORDEN GROUP LLC holds $3,223,337 across 5 REIT - Healthcare Facilities names. WELL ranks #2 (19.8% of the industry book) .
All Filings in WELL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,374 | 2,817 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $457,500 | 2,314 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $384,769 | 2,073 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $252,602 | 1,418 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||