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Disclosery

Franklin Resources: WELL position timeline

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

Franklin Resources held 515,301 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 515,301 shares
    Change vs previous 13F +34,927 shares

    0.02% of the 13F portfolio, value $116,957,863.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 474,996 shares
    • Clearbridge Investments, LLC: 40,305 shares

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

  2. period ended2026-03-31
    13F 480,374 shares
    Change vs previous 13F +7,421 shares

    0.02% of the 13F portfolio, value $94,974,744.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
    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 472,953 shares
    Change vs previous 13F +32,778 shares

    0.02% of the 13F portfolio, value $87,784,805.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
    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 440,175 shares
    Change vs previous 13F -27,275 shares

    0.02% of the 13F portfolio, value $78,412,776.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    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 467,450 shares
    Change vs previous 13F +46,197 shares

    0.02% of the 13F portfolio, value $71,861,088.

    13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
    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 421,253 shares
    Change vs previous 13F +80,236 shares

    0.02% of the 13F portfolio, value $64,540,173.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    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 341,017 shares
    Change vs previous 13F -50,247 shares

    0.01% of the 13F portfolio, value $42,978,373.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    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/A 391,264 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $49,925,287.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

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