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Disclosery

CORDA Investment Management, LLC.: WELL position timeline

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

CORDA Investment Management, LLC. held 260,183 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 260,183 shares
    Change vs previous 13F -5,538 shares

    3.62% of the 13F portfolio, value $59,053,685.

    13F-HR 0001545812-26-000005 filed by CORDA Investment 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 265,721 shares
    Change vs previous 13F -13,909 shares

    3.63% of the 13F portfolio, value $52,535,724.

    13F-HR 0001545812-26-000003 filed by CORDA Investment 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 279,630 shares
    Change vs previous 13F -7,133 shares

    3.77% of the 13F portfolio, value $51,902,090.

    13F-HR 0001545812-26-000002 filed by CORDA Investment 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 286,763 shares
    Change vs previous 13F -4,918 shares

    3.59% of the 13F portfolio, value $51,083,999.

    13F-HR 0001545812-25-000007 filed by CORDA Investment 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 291,681 shares
    Change vs previous 13F -8,260 shares

    3.3% of the 13F portfolio, value $44,840,104.

    13F-HR 0001545812-25-000006 filed by CORDA Investment 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 299,941 shares
    Change vs previous 13F -57,975 shares

    3.65% of the 13F portfolio, value $45,953,985.

    13F-HR 0001545812-25-000004 filed by CORDA Investment 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 357,916 shares
    Change vs previous 13F -10,472 shares

    3.6% of the 13F portfolio, value $45,108,170.

    13F-HR 0001545812-25-000002 filed by CORDA Investment 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 368,388 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $47,164,655.

    13F-HR 0001545812-24-000004 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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