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Disclosery

Cerity Partners LLC: WELL position timeline

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

Cerity Partners LLC held 243,378 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 243,378 shares
    Change vs previous 13F -4,173 shares

    0.07% of the 13F portfolio, value $55,239,693.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 247,551 shares
    Change vs previous 13F +2,128 shares

    0.07% of the 13F portfolio, value $48,943,484.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 245,423 shares
    Change vs previous 13F +9,095 shares

    0.07% of the 13F portfolio, value $45,553,218.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 236,328 shares
    Change vs previous 13F +1,410 shares

    0.07% of the 13F portfolio, value $42,099,596.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 234,918 shares
    Change vs previous 13F +6,334 shares

    0.06% of the 13F portfolio, value $36,114,122.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 228,584 shares
    Change vs previous 13F +1,170 shares

    0.07% of the 13F portfolio, value $35,021,255.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 227,414 shares
    Change vs previous 13F +1,300 shares

    0.06% of the 13F portfolio, value $28,705,543.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 226,114 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $28,949,229.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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