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Disclosery

FIRST TRUST ADVISORS LP: WELL position timeline

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

FIRST TRUST ADVISORS LP held 453,161 WELL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 453,161 shares
    Change vs previous 13F +21,183 shares

    0.06% of the 13F portfolio, value $102,853,898.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 431,978 shares
    Change vs previous 13F +8,854 shares

    0.06% of the 13F portfolio, value $85,406,364.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 423,124 shares
    Change vs previous 13F -20,728 shares

    0.06% of the 13F portfolio, value $78,536,052.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 443,852 shares
    Change vs previous 13F +202,636 shares

    0.06% of the 13F portfolio, value $79,067,766.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 241,216 shares
    Change vs previous 13F +39,287 shares

    0.03% of the 13F portfolio, value $37,082,197.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 201,929 shares
    Change vs previous 13F -29,686 shares

    0.03% of the 13F portfolio, value $30,937,520.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 231,615 shares
    Change vs previous 13F +47,353 shares

    0.03% of the 13F portfolio, value $29,190,414.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 184,262 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $23,591,063.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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