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Knights of Columbus Asset Advisors LLC: WELL position timeline

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

Knights of Columbus Asset Advisors LLC held 127,725 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,725 shares
    Change vs previous 13F +35,816 shares

    1.45% of the 13F portfolio, value $28,989,743.

    13F-HR 0001688666-26-000004 filed by Knights of Columbus Asset Advisors 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 91,909 shares
    Change vs previous 13F +1,152 shares

    1.03% of the 13F portfolio, value $18,171,328.

    13F-HR 0001688666-26-000003 filed by Knights of Columbus Asset Advisors 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 90,757 shares
    Change vs previous 13F -27,668 shares

    0.96% of the 13F portfolio, value $16,845,407.

    13F-HR 0001688666-26-000002 filed by Knights of Columbus Asset Advisors 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 118,425 shares
    Change vs previous 13F +2,856 shares

    1.21% of the 13F portfolio, value $21,096,229.

    13F-HR 0001688666-25-000009 filed by Knights of Columbus Asset Advisors 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 115,569 shares
    Change vs previous 13F +5,636 shares

    1.08% of the 13F portfolio, value $17,766,422.

    13F-HR 0001688666-25-000004 filed by Knights of Columbus Asset Advisors 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 109,933 shares
    Change vs previous 13F +44,570 shares

    1.16% of the 13F portfolio, value $16,842,835.

    13F-HR 0001688666-25-000003 filed by Knights of Columbus Asset Advisors 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 65,363 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $8,237,699.

    13F-HR 0001688666-25-000002 filed by Knights of Columbus Asset Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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