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CAPTRUST FINANCIAL ADVISORS: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on WELL, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 83,300 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,300 shares
    Change vs previous 13F -2,636 shares

    0.03% of the 13F portfolio, value $18,906,551.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 85,936 shares
    Change vs previous 13F +3,936 shares

    0.03% of the 13F portfolio, value $16,990,060.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 82,000 shares
    Change vs previous 13F -707 shares

    0.03% of the 13F portfolio, value $15,219,937.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 82,707 shares
    Change vs previous 13F +1,537 shares

    0.03% of the 13F portfolio, value $14,733,505.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 81,170 shares
    Change vs previous 13F -907 shares

    0.03% of the 13F portfolio, value $12,478,243.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 82,077 shares
    Change vs previous 13F +817 shares

    0.03% of the 13F portfolio, value $12,575,073.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 81,260 shares
    Change vs previous 13F +3,090 shares

    0.03% of the 13F portfolio, value $10,241,177.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 78,170 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,008,056.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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