Position in WELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,374,649
+$5,374,649 QoQ
Shares Held
23,680
Ownership
0.003%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#434
of 1,581 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in WELL
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$2,547,691
PutShares
12,886
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, 2026Dockside LLC holds $10,408,790 across 3 REIT - Healthcare Facilities names. WELL ranks #1 (51.6% of the industry book) .
All Filings in WELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,374,649 | 23,680 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,547,691 | 12,886 | Put | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||