Skip to main content
Livermore
Livermore
ZHEN

HM Payson & Co

SEC CIK
0000928052
Latest filing
Jul 17, 2026

WELL holding history

Welltower Inc. in every 13F filed by HM Payson & Co, 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)
811
Value
$184.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WELL by HM Payson & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026811$184.1K<0.1%00.0%UnchangedHolders
Q1 2026811$160.3K<0.1%−19−2.3%ReducedHolders
Q4 2025830$154.1K<0.1%00.0%UnchangedHolders
Q3 2025830$147.9K<0.1%+255+44.3%AddedHolders
Q2 2025575$88.4K<0.1%+42+7.9%AddedHolders
Q1 2025533$81.7K<0.1%00.0%UnchangedHolders
Q4 2024533$67.2K<0.1%−2−0.4%ReducedHolders
Q3 2024535$68.5K<0.1%+35+7.0%AddedHolders
Q2 2024500$52.1K<0.1%00.0%UnchangedHolders
Q1 2024500$46.7K<0.1%00.0%UnchangedHolders
Q4 2023500$45.1K<0.1%00.0%UnchangedHolders
Q3 2023500$41.0K<0.1%00.0%UnchangedHolders
Q2 2023500$40.4K<0.1%00.0%UnchangedHolders
Q1 2023500$35.8K<0.1%−114−18.6%ReducedHolders
Q4 2022614$40.2K<0.1%+14+2.3%AddedHolders
Q3 2022600$39.0K<0.1%+400+200.0%AddedHolders
Q2 2022200$16.0K<0.1%00.0%UnchangedHolders
Q1 2022200$19.0K<0.1%00.0%UnchangedHolders
Q4 2021200$17.0K<0.1%−5−2.4%ReducedHolders
Q3 2021205$17.0K<0.1%+5+2.5%AddedHolders
Q2 2021200$17.0K<0.1%00.0%UnchangedHolders
Q1 2021200$14.0K<0.1%––Holders

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