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Adelante Capital Management LLC: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adelante Capital Management LLC on WELL, newest first. How the timeline and the estimate are built.

Adelante Capital Management LLC held 972,469 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 972,469 shares
    Change vs previous 13F -56,610 shares

    14.51% of the 13F portfolio, value $220,721,194.

    13F-HR 0001067926-26-000005 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,029,079 shares
    Change vs previous 13F +23,149 shares

    13.91% of the 13F portfolio, value $203,459,330.

    13F-HR 0001067926-26-000004 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,005,930 shares
    Change vs previous 13F +26,548 shares

    12.58% of the 13F portfolio, value $186,711,048.

    13F-HR 0001067926-26-000003 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 979,382 shares
    Change vs previous 13F -2,208 shares

    11.67% of the 13F portfolio, value $174,467,187.

    13F-HR 0001067926-25-000009 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 981,590 shares
    Change vs previous 13F +17,860 shares

    11.11% of the 13F portfolio, value $150,899,000.

    13F-HR 0001067926-25-000008 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 963,730 shares
    Change vs previous 13F -207,502 shares

    11.17% of the 13F portfolio, value $147,653,000.

    13F-HR 0001067926-25-000005 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,171,232 shares
    Change vs previous 13F +8,537 shares

    9.74% of the 13F portfolio, value $147,610,000.

    13F-HR 0001067926-25-000003 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 1,162,695 shares
    Change vs previous 13F not available

    9.61% of the 13F portfolio, value $148,860,000.

    13F-HR/A 0001067926-25-000004 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).