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RAYMOND JAMES FINANCIAL INC: WELL position timeline

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

RAYMOND JAMES FINANCIAL INC held 934,992 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 934,992 shares
    Change vs previous 13F +40,813 shares

    0.06% of the 13F portfolio, value $212,215,032.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL INC
    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 894,179 shares
    Change vs previous 13F -26,192 shares

    0.05% of the 13F portfolio, value $176,759,811.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL 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 920,371 shares
    Change vs previous 13F +113,608 shares

    0.05% of the 13F portfolio, value $170,847,527.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL 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 806,763 shares
    Change vs previous 13F +31,859 shares

    0.05% of the 13F portfolio, value $143,715,946.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL 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 774,904 shares
    Change vs previous 13F +51,976 shares

    0.04% of the 13F portfolio, value $119,125,714.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL 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 722,928 shares
    Change vs previous 13F +4,331 shares

    0.04% of the 13F portfolio, value $110,759,727.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL 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/A 718,597 shares
    Change vs previous 13F +492,522 shares

    0.03% of the 13F portfolio, value $90,564,644.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL 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 226,075 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $28,944,440.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 27,183 shares
    • Raymond James Financial Services Advisors, Inc.: 198,892 shares

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