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Livermore
Livermore
ZHEN

Advisors Management Group Inc

SEC CIK
0000842766
Latest filing
Aug 4, 2026

WELL holding history

Welltower Inc. in every 13F filed by Advisors Management Group 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)
41,264
Value
$9.37M
% of portfolio
1.6%
Quarters held
22
Since Q1 2021
Holdings of WELL by Advisors Management Group Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,264$9.37M1.6%−785−1.9%ReducedHolders
Q1 202642,049$8.31M1.5%−2,226−5.0%ReducedHolders
Q4 202544,275$8.22M1.5%−2,451−5.2%ReducedHolders
Q3 202546,726$8.32M1.5%−6,580−12.3%ReducedHolders
Q2 202553,306$8.20M1.5%−661−1.2%ReducedHolders
Q1 202553,967$8.27M1.8%−737−1.3%ReducedHolders
Q4 202454,704$6.89M1.6%−588−1.1%ReducedHolders
Q3 202455,292$7.08M1.7%−172−0.3%ReducedHolders
Q2 202455,464$5.78M1.4%−693−1.2%ReducedHolders
Q1 202456,157$5.25M1.3%−677−1.2%ReducedHolders
Q4 202356,834$5.13M1.4%−2,099−3.6%ReducedHolders
Q3 202358,933$4.83M1.5%−679−1.1%ReducedHolders
Q2 202359,612$4.82M1.4%−1,482−2.4%ReducedHolders
Q1 202361,094$4.38M1.4%−698−1.1%ReducedHolders
Q4 202261,792$4.05M1.5%−270−0.4%ReducedHolders
Q3 202262,062$3.99M1.6%−672−1.1%ReducedHolders
Q2 202262,734$5.17M1.8%−523−0.8%ReducedHolders
Q1 202263,257$6.08M2.1%−663−1.0%ReducedHolders
Q4 202163,920$5.48M1.6%−130−0.2%ReducedHolders
Q3 202164,050$5.28M1.6%+200.0%AddedHolders
Q2 202164,030$5.32M1.6%−90−0.1%ReducedHolders
Q1 202164,120$4.59M1.4%––Holders

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