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Livermore
Livermore
ZHEN

Bokf, NA

SEC CIK
0000009634
Latest filing
Aug 10, 2026

WELL holding history

Welltower Inc. in every 13F filed by Bokf, NA, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overviewAll 13F holders of WELLFull Q2 2026 holdings

Shares (Q2 2026)
43,157
Value
$9.80M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of WELL by Bokf, NA, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,157$9.80M0.1%+4,287+11.0%AddedHolders
Q1 202638,870$7.68M0.1%+5,560+16.7%AddedHolders
Q4 202533,310$6.18M0.1%+24,546+280.1%AddedHolders
Q3 20258,764$1.56M<0.1%+356+4.2%AddedHolders
Q2 20258,408$1.29M<0.1%+6,218+283.9%AddedHolders
Q1 20252,190$335.5K<0.1%−319−12.7%ReducedHolders
Q4 20242,509$313.1K<0.1%−102−3.9%ReducedHolders
Q3 20242,611$330.2K<0.1%+10.0%AddedHolders
Q2 20242,610$272.1K<0.1%−8−0.3%ReducedHolders
Q1 20242,618$240.8K<0.1%−88−3.3%ReducedHolders
Q4 20232,706$244.0K<0.1%+5+0.2%AddedHolders
Q3 20232,701$225.8K<0.1%−54−2.0%ReducedHolders
Q2 20232,755$222.9K<0.1%−332−10.8%ReducedHolders
Q1 20233,087$221.3K<0.1%−19,918−86.6%ReducedHolders
Q4 202223,005$1.51M<0.1%+1,015+4.6%AddedHolders
Q3 202221,990$1.41M<0.1%+529+2.5%AddedHolders
Q2 202221,461$1.77M<0.1%+611+2.9%AddedHolders
Q1 202220,850$2.00M<0.1%−144−0.7%ReducedHolders
Q4 202120,994$1.80M<0.1%+1,182+6.0%AddedHolders
Q3 202119,812$1.63M<0.1%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 202119,399$1.39M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.