Mount Lucas Management LP: WELL position timeline

Mount Lucas Management LP held 0 WELL shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -11,396 shares

   13F-HR 0001140361-26-019022 filed by Mount Lucas Management LP
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

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

2. period ended2025-12-31

   13F 11,396 shares

   Change vs previous 13F +14 shares

   0.94% of the 13F portfolio, value $2,115,212.

   13F-HR 0001140361-26-003806 filed by Mount Lucas Management LP
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 11,382 shares

   Change vs previous 13F +368 shares

   0.91% of the 13F portfolio, value $2,027,589.

   13F-HR 0001140361-25-041412 filed by Mount Lucas Management LP
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 11,014 shares

   Change vs previous 13F -1,699 shares

   0.81% of the 13F portfolio, value $1,693,182.

   13F-HR 0001140361-25-030098 filed by Mount Lucas Management LP
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 12,713 shares

   Change vs previous 13F not available

   0.92% of the 13F portfolio, value $1,947,759.

   13F-HR 0001140361-25-017463 filed by Mount Lucas Management LP
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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