Position in WELL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$401,351
-$62,674 QoQ
Shares Held
2,030
-18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $401,351 | 2,030 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $464,025 | 2,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $445,350 | 2,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $384,325 | 2,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $383,025 | 2,500 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||