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Livermore
Livermore
ZHEN

Stephens Inc

SEC CIK
0000757657
Latest filing
Jul 29, 2026

WELL holding history

Welltower Inc. in every 13F filed by Stephens Inc, 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)
7,625
Value
$1.73M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WELL by Stephens Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,625$1.73M<0.1%−300−3.8%ReducedHolders
Q1 20267,925$1.57M<0.1%−2,093−20.9%ReducedHolders
Q4 202510,018$1.86M<0.1%+352+3.6%AddedHolders
Q3 20259,666$1.72M<0.1%+162+1.7%AddedHolders
Q2 20259,504$1.46M<0.1%−600−5.9%ReducedHolders
Q1 202510,104$1.55M<0.1%−204−2.0%ReducedHolders
Q4 202410,308$1.30M<0.1%−302−2.8%ReducedHolders
Q3 202410,610$1.36M<0.1%+3,857+57.1%AddedHolders
Q2 20246,753$704.0K<0.1%+71+1.1%AddedHolders
Q1 20246,682$624.4K<0.1%−164−2.4%ReducedHolders
Q4 20236,846$617.3K<0.1%+387+6.0%AddedHolders
Q3 20236,459$529.2K<0.1%−776−10.7%ReducedHolders
Q2 20237,235$585.3K<0.1%00.0%UnchangedHolders
Q1 20237,235$518.7K<0.1%−14−0.2%ReducedHolders
Q4 20227,249$475.2K<0.1%−1,560−17.7%ReducedHolders
Q3 20228,809$567.0K<0.1%−1,918−17.9%ReducedHolders
Q2 202210,727$883.0K<0.1%−429−3.8%ReducedHolders
Q1 202211,156$1.07M<0.1%−5,807−34.2%ReducedHolders
Q4 202116,963$1.46M<0.1%−9,335−35.5%ReducedHolders
Q3 202126,298$2.17M<0.1%−2,386−8.3%ReducedHolders
Q2 202128,684$2.38M<0.1%−504−1.7%ReducedHolders
Q1 202129,188$2.09M<0.1%––Holders

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