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BRASADA CAPITAL MANAGEMENT, LP: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRASADA CAPITAL MANAGEMENT, LP on WELL, newest first. How the timeline and the estimate are built.

BRASADA CAPITAL MANAGEMENT, LP held 34,114 WELL shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 34,114 shares
    Change vs previous 13F -1,370 shares

    1.4% of the 13F portfolio, value $7,742,855.

    13F-HR/A 0001420506-26-001843 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 35,484 shares
    Change vs previous 13F -2,070 shares

    1.31% of the 13F portfolio, value $7,129,090.

    13F-HR 0001420506-26-001123 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 37,554 shares
    Change vs previous 13F -1,954 shares

    1.21% of the 13F portfolio, value $7,020,345.

    13F-HR 0001420506-26-000395 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 39,508 shares
    Change vs previous 13F -1,607 shares

    1.18% of the 13F portfolio, value $6,933,654.

    13F-HR 0001420506-25-003331 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 41,115 shares
    Change vs previous 13F +3,188 shares

    1.07% of the 13F portfolio, value $6,281,139.

    13F-HR 0001420506-25-002057 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 37,927 shares
    Change vs previous 13F +393 shares

    1.03% of the 13F portfolio, value $5,176,656.

    13F-HR 0001420506-25-001235 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 37,534 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $4,718,774.

    13F-HR 0001420506-25-000500 filed by BRASADA CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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