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Virtus Investment Advisers, LLC: WELL position timeline

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

Virtus Investment Advisers, LLC held 8,582 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 8,582 shares
    Change vs previous 13F -1,760 shares

    0.45% of the 13F portfolio, value $1,947,857.

    13F-HR 0000019481-26-000008 filed by Virtus Investment Advisers, LLC
    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 10,342 shares
    Change vs previous 13F -272 shares

    0.56% of the 13F portfolio, value $2,044,717.

    13F-HR 0000019481-26-000004 filed by Virtus Investment Advisers, LLC
    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 10,614 shares
    Change vs previous 13F -960 shares

    0.54% of the 13F portfolio, value $1,970,065.

    13F-HR 0000019481-26-000002 filed by Virtus Investment Advisers, LLC
    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/A 11,574 shares
    Change vs previous 13F +1,360 shares

    0.59% of the 13F portfolio, value $2,061,792.

    13F-HR 0001628280-25-052170 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 11,574 shares
    • VIRTUS ADVISERS, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 10,214 shares
    Change vs previous 13F -932 shares

    0.34% of the 13F portfolio, value $1,570,198.

    13F-HR 0001587281-25-000007 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 9,429 shares
    • VIRTUS ADVISERS, LLC: 785 shares

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

  6. period ended2025-03-31
    13F/A 11,146 shares
    Change vs previous 13F +1,543 shares

    0.33% of the 13F portfolio, value $1,707,679.

    13F-HR 0000019481-25-000015 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 10,361 shares
    • VIRTUS ADVISERS, LLC: 785 shares

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

  7. period ended2024-12-31
    13F 9,603 shares
    Change vs previous 13F +1,538 shares

    0.32% of the 13F portfolio, value $1,210,267.

    13F-HR 0001591068-25-000007 filed by VIRTUS ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 785 shares
    • VIRTUS ADVISERS, LLC: 8,818 shares

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

  8. period ended2024-09-30
    13F 8,065 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,032,562.

    13F-HR 0001862664-24-000010 filed by VIRTUS ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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