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Calamos Advisors LLC: WELL position timeline

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

Calamos Advisors LLC held 111,582 WELL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,582 shares
    Change vs previous 13F -2,074 shares

    0.09% of the 13F portfolio, value $25,325,767.

    13F-HR 0001316507-26-000003 filed by Calamos Advisors 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 113,656 shares
    Change vs previous 13F -1,109 shares

    0.09% of the 13F portfolio, value $22,470,928.

    13F-HR 0001316507-26-000002 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 113,656 shares
    • Calamos Wealth Management LLC: 0 shares

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

  3. period ended2025-12-31
    13F 114,765 shares
    Change vs previous 13F -3,506 shares

    0.08% of the 13F portfolio, value $21,301,531.

    13F-HR 0001316507-26-000001 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Calamos Advisors LLC: 113,656 shares
    • Calamos Wealth Management LLC: 1,109 shares

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

  4. period ended2025-09-30
    13F 118,271 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $21,068,796.

    13F-HR 0001316507-25-000003 filed by Calamos Advisors 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 118,271 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $18,181,801.

    13F-HR 0001085146-25-004696 filed by Calamos Advisors 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 118,271 shares
    Change vs previous 13F +1,317 shares

    0.09% of the 13F portfolio, value $18,120,300.

    13F-HR 0001085146-25-002415 filed by Calamos Advisors 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 116,954 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $14,739,713.

    13F-HR 0001085146-25-000482 filed by Calamos Advisors 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 116,954 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $14,973,621.

    13F-HR 0001085146-24-005402 filed by Calamos Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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