The Gabelli Healthcare & Wellness Trust (GRX)
NYSE: GRX · filing with the SEC since 2007
Who owns The Gabelli Healthcare & Wellness Trust
As filed with the SECHolders of 5% or more
3
Associated Capital Group, Inc. holds 33.9% of Preferred Shares, as its SCHEDULE 13D/A filed Dec 29, 2025 says.
Directors and officers
3
report now, of 13 people on the record since 2007. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Associated Capital Group, Inc.
SCHEDULE 13D/A · filed Dec 29, 2025 · Preferred Shares · 40.5% in Nov 3, 2025
Saba Capital Management, L.P.
SCHEDULE 13D/A · filed Aug 28, 2026 · Common Shares, $0.001 par value · 13.3% in Oct 20, 2025
Sit Investment Associates, Inc.
SCHEDULE 13G · filed Oct 2, 2025 · Common Stock
What GRX reports owning in othersstakes of 5% or more, and other ties
The Gabelli Healthcare & Wellness Trust reports no stake in another company in the record.
Insider tradesForm 4
0sales
9purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$19.1Mbought, in dollars
Open-market trades on Form 4 from Nov 6, 2025 to Nov 6, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 6, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window2 of 15 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 10% owner | 0 | $0 | 0 | 26 | $1.1M |
| Gabelli Mario J | Chief Investment Officer | 0 | $0 | 0 | 9 | $19.1M |