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Disclosery

Rafferty Asset Management, LLC: WELL position timeline

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

Rafferty Asset Management, LLC held 79,505 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 79,505 shares
    Change vs previous 13F +20,226 shares

    0.04% of the 13F portfolio, value $18,045,250.

    13F-HR 0001999371-26-017909 filed by Rafferty 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 59,279 shares
    Change vs previous 13F -20,624 shares

    0.05% of the 13F portfolio, value $11,720,051.

    13F-HR 0001999371-26-010796 filed by Rafferty 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 79,903 shares
    Change vs previous 13F -3,393 shares

    0.05% of the 13F portfolio, value $14,830,796.

    13F-HR 0001999371-26-003261 filed by Rafferty 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 83,296 shares
    Change vs previous 13F +4,564 shares

    0.05% of the 13F portfolio, value $14,838,349.

    13F-HR 0001999371-25-017439 filed by Rafferty 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 78,732 shares
    Change vs previous 13F +12,306 shares

    0.04% of the 13F portfolio, value $12,103,470.

    13F-HR 0001999371-25-011302 filed by Rafferty 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 66,426 shares
    Change vs previous 13F -11,417 shares

    0.04% of the 13F portfolio, value $10,177,127.

    13F-HR 0001999371-25-006071 filed by Rafferty 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 77,843 shares
    Change vs previous 13F -4,415 shares

    0.03% of the 13F portfolio, value $9,810,553.

    13F-HR 0001999371-25-001622 filed by Rafferty 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 82,258 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $10,531,492.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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