WELL's three largest insider shareholders as of March 23, 2026 are Shankh Mitra (Ceo, 77.34K shares), Jeffrey H Donahue (Director, 49.12K shares), Matthew Grant Mcqueen (Chief Legal Officer, 26.88K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Shankh Mitra | Ceo | 77,339 | 0 | 02 Dec, 2025 |
| Jeffrey H Donahue | 49,123 | 0 | 07 Mar, 2022 | |
| Matthew Grant Mcqueen | Chief Legal Officer | 26,881 | 0 | 18 Feb, 2026 |
| Sergio Rivera | 26,611 | 0 | 27 Feb, 2026 | |
| Timothy Mchugh | Co President And Cfo | 23,398 | 0 | 16 Dec, 2025 |
| Joshua Fieweger | Svp, Chief Accounting Officer | 21,269 | 0 | 20 Jan, 2026 |
| Andrew Gundlach | 0 | 20,000 | 02 Jul, 2025 | |
| Dennis G Lopez | 18,462 | 0 | 27 Feb, 2026 | |
| Johnese Spisso | 16,057 | 0 | 27 Feb, 2026 | |
| Karen B Desalvo | 12,370 | 0 | 27 Feb, 2026 | |
| Kenneth J Bacon | 11,679 | 0 | 10 Dec, 2024 | |
| Diana Reid | 10,773 | 0 | 04 Mar, 2024 | |
| Ayesha Menon | Evp Wellness Housing Deve | 8,763 | 0 | 18 Jan, 2023 |
| Ade J. Patton | 8,241 | 0 | 04 Mar, 2024 | |
| Kathryn M Sullivan | 6,599 | 0 | 10 Mar, 2023 | |
| Philip L Hawkins | 4,462 | 0 | 03 Jan, 2023 | |
| John F. Burkart | Vice Chairman And Coo | 1,644 | 0 | 02 Dec, 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 | Sergio Rivera | Common Stock | A | 1,056 | $0.00 | 26,611 | 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 | Dennis G Lopez | Common Stock | A | 1,787 | $0.00 | 18,462 | D | A |
| 26 Feb, 2026 | Johnese Spisso | Common Stock | A | 1,056 | $0.00 | 16,057 | 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 | Kenneth J Bacon | LTIP Units | A | 1,056 | - | 1,056 | D | A |
| 26 Feb, 2026 | Kenneth J Bacon | Other Stock Unit | 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 | Andrew Gundlach | Other Stock Unit | A | 1,787 | - | 1,787 | D | A |
| 26 Feb, 2026 | Kathryn M Sullivan | Other Stock Unit | A | 1,056 | - | 1,056 | D | A |
| 13 Feb, 2026 | Timothy Mchugh | LTIP Units | A | 75,264 | - | 75,264 | D | A |
| 13 Feb, 2026 | Matthew Grant Mcqueen | Common Stock | D | 541 | $0.00 | 26,881 | D | G |
| 13 Feb, 2026 | Nikhil Chaudhri | LTIP Units | A | 21,508 | - | 21,508 | D | A |
| 13 Feb, 2026 | John F. Burkart | LTIP Units | A | 64,514 | - | 64,514 | D | A |
| 13 Feb, 2026 | Joshua Fieweger | LTIP Units | A | 8,605 | - | 8,605 | D | A |
| 13 Feb, 2026 | Shankh Mitra | LTIP Units | A | 193,535 | - | 193,535 | D | A |
| 13 Feb, 2026 | Timothy Mchugh | LTIP Units | A | 131,332 | - | 131,332 | D | A |
| 13 Feb, 2026 | John F. Burkart | LTIP Units | A | 131,332 | - | 131,332 | D | A |