Position in WELL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$32,435,147
+$31,299,897 QoQ
Shares Held
142,905
+2388.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#216
of 1,575 holders
Holding Since
Dec 2022
11 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 Mar 31, 2026CallValue
$2,372,520
CallShares
12,000
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, 2026Jefferies Financial Group Inc. holds $37,396,444 across 5 REIT - Healthcare Facilities names. WELL ranks #1 (86.7% of the industry book) .
All Filings in WELL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,435,147 | 142,905 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,135,250 | 5,742 | Shares | Defined | 2026-05-08 | |
| 2026-03-31 | $2,372,520 | 12,000 | Call | Defined | 2026-05-08 | |
| 2025-12-31 | $455,115 | 2,452 | Shares | Defined | 2026-02-09 | |
| 2025-06-30 | $3,927,032 | 25,545 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $43,482,376 | 283,809 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $16,257,870 | 129,000 | Shares | Defined | 2025-02-27 | |
| 2024-06-30 | $3,700,770 | 35,499 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,139,490 | 33,599 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,000,075 | 11,091 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $2,167,357 | 26,457 | Shares | Defined | 2023-11-14 | |
| 2022-12-31 | $858,705 | 13,100 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||