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OFI INVEST ASSET MANAGEMENT: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OFI INVEST ASSET MANAGEMENT on WELL, newest first. How the timeline and the estimate are built.

OFI INVEST ASSET MANAGEMENT held 127,021 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,021 shares
    Change vs previous 13F -1,634 shares

    0.25% of the 13F portfolio, value $25,277,519.

    13F-HR 0001977602-26-000005 filed by OFI INVEST ASSET 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 128,655 shares
    Change vs previous 13F +115,515 shares

    0.29% of the 13F portfolio, value $22,125,952.

    13F-HR 0001977602-26-000004 filed by OFI INVEST ASSET 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 13,140 shares
    Change vs previous 13F +4,952 shares

    0.03% of the 13F portfolio, value $2,117,862.

    13F-HR 0001977602-26-000002 filed by OFI INVEST ASSET 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 8,188 shares
    Change vs previous 13F -958 shares

    0.03% of the 13F portfolio, value $1,241,370.

    13F-HR 0001977602-25-000011 filed by OFI INVEST ASSET 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 9,146 shares
    Change vs previous 13F +84 shares

    0.03% of the 13F portfolio, value $1,197,780.

    13F-HR 0001977602-25-000006 filed by OFI INVEST ASSET 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 9,062 shares
    Change vs previous 13F -887 shares

    0.03% of the 13F portfolio, value $1,285,307.

    13F-HR 0001977602-25-000003 filed by OFI INVEST ASSET 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 9,949 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,210,885.

    13F-HR 0001977602-25-000002 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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