Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,812,582
+$920,713 QoQ
Shares Held
7,986
+77.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#619
of 1,581 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Derivatives in WELL
reported options exposure · as of Jun 30, 2026CallValue
$612,819
CallShares
2,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Marex Group plc holds $2,080,660 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (87.1% of the industry book) .
All Filings in WELL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,812,582 | 7,986 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $612,819 | 2,700 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $889,695 | 4,500 | Call | Defined | 2026-05-13 | |
| 2026-03-31 | $891,869 | 4,511 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $928,050 | 5,000 | Call | Defined | 2026-02-12 | |
| 2025-12-31 | $520,079 | 2,802 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $730,374 | 4,100 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,260,586 | 8,200 | Shares | Defined | 2025-08-19 | |
| 2025-03-31 | $392,830 | 2,564 | Shares | Defined | 2026-04-02 | |
| No filing history on record for this holder in this stock. | ||||||