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EASTERLY INVESTMENT PARTNERS LLC: WELL position timeline

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

EASTERLY INVESTMENT PARTNERS LLC held 45,321 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,321 shares
    Change vs previous 13F -2,024 shares

    0.52% of the 13F portfolio, value $10,286,507.

    13F-HR 0001214659-26-008851 filed by EASTERLY INVESTMENT PARTNERS 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 47,345 shares
    Change vs previous 13F -45,058 shares

    0.71% of the 13F portfolio, value $9,275,796.

    13F-HR 0001214659-26-005875 filed by EASTERLY INVESTMENT PARTNERS 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 92,403 shares
    Change vs previous 13F +59,967 shares

    1.05% of the 13F portfolio, value $17,150,921.

    13F-HR 0001214659-26-001393 filed by EASTERLY INVESTMENT PARTNERS 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 32,436 shares
    Change vs previous 13F -99,360 shares

    0.39% of the 13F portfolio, value $5,778,149.

    13F-HR 0001214659-25-016273 filed by EASTERLY INVESTMENT PARTNERS 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 131,796 shares
    Change vs previous 13F +131,796 shares

    1.45% of the 13F portfolio, value $20,260,999.

    13F-HR 0001214659-25-011001 filed by EASTERLY INVESTMENT PARTNERS 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 0 shares
    Change vs previous 13F -114,716 shares

    13F-HR 0001214659-25-006854 filed by EASTERLY INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 114,716 shares
    Change vs previous 13F +101,704 shares

    1.14% of the 13F portfolio, value $14,457,657.

    13F-HR 0001214659-25-002436 filed by EASTERLY INVESTMENT PARTNERS 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 13,012 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,665,926.

    13F-HR 0001214659-24-018238 filed by EASTERLY INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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