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Vert Asset Management LLC: WELL position timeline

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

Vert Asset Management LLC held 122,448 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,448 shares
    Change vs previous 13F +7,843 shares

    7.6% of the 13F portfolio, value $27,792,023.

    13F-HR 0001904664-26-000003 filed by Vert 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 114,605 shares
    Change vs previous 13F -1,557 shares

    7.19% of the 13F portfolio, value $22,658,555.

    13F-HR 0001904664-26-000002 filed by Vert 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 116,162 shares
    Change vs previous 13F -21,603 shares

    7.17% of the 13F portfolio, value $21,560,829.

    13F-HR 0001904664-26-000001 filed by Vert 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 137,765 shares
    Change vs previous 13F +4,340 shares

    8.25% of the 13F portfolio, value $24,541,457.

    13F-HR 0001904664-25-000007 filed by Vert 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 133,425 shares
    Change vs previous 13F -6,061 shares

    7.47% of the 13F portfolio, value $20,511,425.

    13F-HR 0001904664-25-000004 filed by Vert 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 139,486 shares
    Change vs previous 13F -41,264 shares

    7.35% of the 13F portfolio, value $21,370,650.

    13F-HR 0001904664-25-000003 filed by Vert 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 180,750 shares
    Change vs previous 13F +299 shares

    7.8% of the 13F portfolio, value $22,779,923.

    13F-HR 0001904664-25-000001 filed by Vert 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 180,451 shares
    Change vs previous 13F not available

    7.97% of the 13F portfolio, value $23,103,142.

    13F-HR 0001904664-24-000007 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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