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Disclosery

SEI INVESTMENTS CO: WELL position timeline

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

SEI INVESTMENTS CO held 2,571,718 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 2,571,718 shares
    Change vs previous 13F -86,761 shares

    0.51% of the 13F portfolio, value $583,700,011.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    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 2,658,479 shares
    Change vs previous 13F +247,637 shares

    0.48% of the 13F portfolio, value $525,607,436.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    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 2,410,842 shares
    Change vs previous 13F +104,216 shares

    0.44% of the 13F portfolio, value $447,473,491.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    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 2,306,626 shares
    Change vs previous 13F -217,697 shares

    0.44% of the 13F portfolio, value $410,901,460.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    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 2,524,323 shares
    Change vs previous 13F -48,786 shares

    0.45% of the 13F portfolio, value $388,061,220.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    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/A 2,573,109 shares
    Change vs previous 13F +13,621 shares

    0.51% of the 13F portfolio, value $394,227,497.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    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 2,559,488 shares
    Change vs previous 13F -57,262 shares

    0.41% of the 13F portfolio, value $322,571,315.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    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 2,616,750 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $335,021,765.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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