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WCM INVESTMENT MANAGEMENT, LLC: WELL position timeline

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

WCM INVESTMENT MANAGEMENT, LLC held 3,346,803 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,346,803 shares
    Change vs previous 13F +89,820 shares

    1.38% of the 13F portfolio, value $762,167,447.

    13F-HR 0001062993-26-004287 filed by WCM INVESTMENT 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 3,256,983 shares
    Change vs previous 13F -24,554 shares

    1.45% of the 13F portfolio, value $636,088,780.

    13F-HR 0001062993-26-002395 filed by WCM INVESTMENT 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 3,281,537 shares
    Change vs previous 13F +3,139,923 shares

    1.27% of the 13F portfolio, value $616,928,956.

    13F-HR 0001062993-26-000695 filed by WCM INVESTMENT 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 141,614 shares
    Change vs previous 13F -6,501 shares

    0.05% of the 13F portfolio, value $24,952,387.

    13F-HR 0001062993-25-016445 filed by WCM INVESTMENT 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 148,115 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $22,532,735.

    13F-HR 0001062993-25-013207 filed by WCM INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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