Position in WELL
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$423,494
+$16,637 QoQ
Shares Held
2,142
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $423,494 | 2,142 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $406,857 | 2,192 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||