MAI Capital Management's ownership history for WELL

MAI Capital Management currently holds 26.6K shares with a market value of $4.9M. It started holding WELL on 2024-12-31. At its peak, it held 26.6K shares on 2025-12-31. Its highest holding value was $4.9M on 2025-12-31. At its lowest, it held 24.8K shares on 2025-09-30, with a value of $3.3M on 2024-12-31. In the recent 180 days, MAI Capital Management has increased its shares by 1.2K. In the recent year, MAI Capital Management has increased its shares by 464.

It has also owned 7 contracts of calls, with the market value of the underlying securities totaling $129.9K on 2024-12-31. At its peak, it held 7 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $129.9K on 2025-12-31. At its lowest, it held 4 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $50.4K on 2024-12-31. In the recent 180 days, MAI Capital Management has increased its holdings by 0 contracts. In the recent year, MAI Capital Management has increased its holdings by 3 contracts.