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Disclosery

MAI Capital Management: WELL position timeline

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

MAI Capital Management held 29,917 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 29,917 shares
    Change vs previous 13F +2,287 shares

    0.03% of the 13F portfolio, value $6,790,361.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 27,630 shares
    Change vs previous 13F +1,054 shares

    0.03% of the 13F portfolio, value $5,462,742.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 26,576 shares
    Change vs previous 13F +1,738 shares

    0.03% of the 13F portfolio, value $4,932,806.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 24,838 shares
    Change vs previous 13F -561 shares

    0.03% of the 13F portfolio, value $4,424,586.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 25,399 shares
    Change vs previous 13F -58 shares

    0.03% of the 13F portfolio, value $3,904,564.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 25,457 shares
    Change vs previous 13F -655 shares

    0.03% of the 13F portfolio, value $3,900,271.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 26,112 shares
    Change vs previous 13F +3,185 shares

    0.02% of the 13F portfolio, value $3,290,861.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 22,927 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,935,391.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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