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Disclosery

Baron Capital: WELL position timeline

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

Baron Capital held 1,232,060 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 1,232,060 shares
    Change vs previous 13F -112,881 shares

    0.42% of the 13F portfolio, value $279,640,658.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    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 1,344,941 shares
    Change vs previous 13F +67,449 shares

    0.8% of the 13F portfolio, value $265,908,285.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    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 1,277,492 shares
    Change vs previous 13F +90,558 shares

    0.64% of the 13F portfolio, value $237,115,290.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    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 1,186,934 shares
    Change vs previous 13F -41,512 shares

    0.56% of the 13F portfolio, value $211,440,423.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    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 1,228,446 shares
    Change vs previous 13F -93,801 shares

    0.51% of the 13F portfolio, value $188,849,004.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    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 1,322,247 shares
    Change vs previous 13F +170,752 shares

    0.6% of the 13F portfolio, value $202,581,463.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    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 1,151,495 shares
    Change vs previous 13F +176,736 shares

    0.38% of the 13F portfolio, value $145,122,915.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    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 974,759 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $124,798,395.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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