Institutional Owners for WELL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| JEPPSON WEALTH MANAGEMENT LLC | REIT | 601 | $899,612 | 9,628 | 0.00 | 0.00 | -25 | -0.26 | 03-31-2024 |
| DRW SECURITIES LLC | COM | Liquidated | $0 | 0 | 0.02 | 0.01 | 4,310 | 81.86 | 12-31-2023 |
| BUCKINGHAM CAPITAL MANAGEMENT INC | COM | 603 | $891,418 | 9,540 | 0.00 | 9,540 | +Inf | 03-31-2024 | |
| WEATHER GAUGE ADVISORY LLC | COM | 604 | $772,000 | 9,366 | 0.94 | 0.91 | 8 | 0.09 | 09-30-2021 |
