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Rockefeller Capital Management L.P.: WELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on WELL, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 121,234 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 121,234 shares
    Change vs previous 13F +2,332 shares

    0.04% of the 13F portfolio, value $27,516,627.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    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 118,902 shares
    Change vs previous 13F -12,866 shares

    0.04% of the 13F portfolio, value $23,508,180.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    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/A 131,768 shares
    Change vs previous 13F +10,712 shares

    0.04% of the 13F portfolio, value $24,457,544.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    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 121,056 shares
    Change vs previous 13F +25,535 shares

    0.04% of the 13F portfolio, value $21,565,100.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    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/A 95,521 shares
    Change vs previous 13F +19,546 shares

    0.03% of the 13F portfolio, value $14,684,507.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    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 75,975 shares
    Change vs previous 13F +4,704 shares

    0.03% of the 13F portfolio, value $11,640,236.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    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 71,271 shares
    Change vs previous 13F +995 shares

    0.02% of the 13F portfolio, value $8,972,925.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    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 70,276 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,987,548.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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