Position in WELL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$543,900
+$173,609 QoQ
Shares Held
2,751
+37.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
All Filings in WELL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $543,900 | 2,751 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $370,291 | 1,995 | Shares | Sole | 2026-01-12 | |
| 2025-06-30 | $396,315 | 2,578 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $334,457 | 2,183 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $221,363 | 1,729 | Shares | Sole | 2024-10-30 | |
| 2023-03-31 | $330,060 | 4,604 | Shares | Sole | 2024-08-26 | |
| No filing history on record for this holder in this stock. | ||||||