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Gotham Asset Management, LLC: WELL position timeline

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

Gotham Asset Management, LLC held 207,523 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 207,523 shares
    Change vs previous 13F -14,868 shares

    0.11% of the 13F portfolio, value $47,101,495.

    13F-HR 0001398344-26-014644 filed by Gotham Asset 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 222,391 shares
    Change vs previous 13F +52,232 shares

    0.13% of the 13F portfolio, value $43,968,925.

    13F-HR 0001398344-26-009299 filed by Gotham Asset 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 170,159 shares
    Change vs previous 13F +27,772 shares

    0.12% of the 13F portfolio, value $31,583,212.

    13F-HR 0001398344-26-003287 filed by Gotham Asset 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 142,387 shares
    Change vs previous 13F +42,867 shares

    0.11% of the 13F portfolio, value $25,364,820.

    13F-HR 0001398344-25-020991 filed by Gotham Asset 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 99,520 shares
    Change vs previous 13F +28,005 shares

    0.09% of the 13F portfolio, value $15,299,210.

    13F-HR 0001398344-25-015658 filed by Gotham Asset 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 71,515 shares
    Change vs previous 13F +5,691 shares

    0.09% of the 13F portfolio, value $10,956,813.

    13F-HR 0001398344-25-009635 filed by Gotham Asset 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 65,824 shares
    Change vs previous 13F +30,339 shares

    0.08% of the 13F portfolio, value $8,295,799.

    13F-HR 0001398344-25-002899 filed by Gotham Asset 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 35,485 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,543,145.

    13F-HR 0001398344-24-020856 filed by Gotham Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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