WELL's three largest insider shareholders as of July 26, 2026 are Shankh Mitra (Ceo, 77.34K shares), Jeffrey H Donahue (Director, 49.12K shares), Andrew Gundlach (Director, 30.00K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Kenneth J Bacon | - | 11,679 | 0 | 10 Dec, 2024 |
| Philip L Hawkins | - | 4,462 | 0 | 03 Jan, 2023 |
| Jeffrey H Donahue | - | 49,123 | 0 | 07 Mar, 2022 |
| Kathryn M Sullivan | - | 6,599 | 0 | 10 Mar, 2023 |
| John F. Burkart | Vice Chairman And Coo | 1,644 | 0 | 02 Dec, 2025 |
| Sergio Rivera | - | 26,611 | 0 | 27 Feb, 2026 |
| Dennis G Lopez | - | 18,462 | 0 | 27 Feb, 2026 |
| Shankh Mitra | Ceo | 77,339 | 0 | 02 Dec, 2025 |
| Matthew Grant Mcqueen | Chief Legal Officer | 26,881 | 0 | 18 Feb, 2026 |
| Karen B Desalvo | - | 12,370 | 0 | 27 Feb, 2026 |
| Joshua Fieweger | Svp, Chief Accounting Officer | 21,269 | 0 | 20 Jan, 2026 |
| Johnese Spisso | - | 16,057 | 0 | 27 Feb, 2026 |
| Timothy Mchugh | Co President And Cfo | 23,898 | 0 | 02 Dec, 2025 |
| Ayesha Menon | Evp Wellness Housing Deve | 8,763 | 0 | 18 Jan, 2023 |
| Diana Reid | - | 10,773 | 0 | 04 Mar, 2024 |
| Ade J. Patton | - | 8,241 | 0 | 04 Mar, 2024 |
| Andrew Gundlach | - | 0 | 30,000 | 02 Jul, 2025 |
| Nikhil Chaudhri | Co President And Cio | 449 | 0 | 02 Dec, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 26 Feb, 2026 | Dennis G Lopez | Common Stock | A | 1,787 | $0.00 | 18,462 | D | A |
| 26 Feb, 2026 | Karen B Desalvo | Common Stock | A | 1,056 | $0.00 | 12,370 | D | A |
| 26 Feb, 2026 | Andrew Gundlach | LTIP Units | A | 1,787 | - | 1,787 | D | A |
| 26 Feb, 2026 | Johnese Spisso | Common Stock | A | 1,056 | $0.00 | 16,057 | D | A |
| 26 Feb, 2026 | Kenneth J Bacon | LTIP Units | A | 1,056 | - | 1,056 | D | A |
| 26 Feb, 2026 | Sergio Rivera | Common Stock | A | 1,056 | $0.00 | 26,611 | D | A |
| 26 Feb, 2026 | Kathryn M Sullivan | LTIP Units | A | 1,056 | - | 1,056 | D | A |
| 26 Feb, 2026 | Ade J. Patton | LTIP Units | A | 1,056 | - | 1,056 | D | A |
| 26 Feb, 2026 | Ade J. Patton | Other Stock Unit | A | 1,056 | - | 1,056 | D | A |
| 26 Feb, 2026 | Kathryn M Sullivan | Other Stock Unit | A | 1,056 | - | 1,056 | D | A |
| 26 Feb, 2026 | Andrew Gundlach | Other Stock Unit | A | 1,787 | - | 1,787 | D | A |
| 26 Feb, 2026 | Kenneth J Bacon | Other Stock Unit | A | 1,056 | - | 1,056 | D | A |
| 13 Feb, 2026 | Nikhil Chaudhri | LTIP Units | A | 21,508 | - | 21,508 | D | A |
| 13 Feb, 2026 | Timothy Mchugh | LTIP Units | A | 75,264 | - | 75,264 | D | A |
| 13 Feb, 2026 | Shankh Mitra | LTIP Units | A | 193,535 | - | 193,535 | D | A |
| 13 Feb, 2026 | John F. Burkart | LTIP Units | A | 64,514 | - | 64,514 | D | A |
| 13 Feb, 2026 | Matthew Grant Mcqueen | Common Stock | D | 541 | $0.00 | 26,881 | D | G |
| 13 Feb, 2026 | Joshua Fieweger | LTIP Units | A | 8,605 | - | 8,605 | D | A |
| 13 Feb, 2026 | John F. Burkart | LTIP Units | A | 131,332 | - | 131,332 | D | A |
| 13 Feb, 2026 | Matthew Grant Mcqueen | LTIP Units | A | 36,556 | - | 36,556 | D | A |