Lincluden Management Ltd

SEC CIK: 0001058231
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

WELL holding history

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

WELL overview All 13F holders of WELL Full Q2 2026 holdings

Shares (Q2 2026): 17,970
Value: $4.08M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of WELL by Lincluden Management Ltd, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,970	$4.08M	0.4%	00.0%	Unchanged	Holders
Q1 2026	17,970	$3.55M	0.4%	−1,303−6.8%	Reduced	Holders
Q4 2025	19,273	$3.58M	0.3%	−4,377−18.5%	Reduced	Holders
Q3 2025	23,650	$4.21M	0.5%	00.0%	Unchanged	Holders
Q2 2025	23,650	$3.64M	0.4%	−91−0.4%	Reduced	Holders
Q1 2025	23,741	$3.64M	0.5%	00.0%	Unchanged	Holders
Q4 2024	23,741	$2.99M	0.4%	−1,286−5.1%	Reduced	Holders
Q3 2024	25,027	$3.20M	0.3%	−552−2.2%	Reduced	Holders
Q2 2024	25,579	$2.67M	0.3%	00.0%	Unchanged	Holders
Q1 2024	25,579	$2.39M	0.3%	−1,792−6.5%	Reduced	Holders
Q4 2023	27,371	$2.47M	0.3%	00.0%	Unchanged	Holders
Q3 2023	27,371	$2.24M	0.3%	00.0%	Unchanged	Holders
Q2 2023	27,371	$2.21M	0.3%	00.0%	Unchanged	Holders
Q1 2023	27,371	$1.96M	0.2%	−12,511−31.4%	Reduced	Holders
Q4 2022	39,882	$2.61M	0.3%	00.0%	Unchanged	Holders
Q3 2022	39,882	$2.56M	0.3%	+13,265+49.8%	Added	Holders
Q2 2022	26,617	$2.19M	0.2%	−3,870−12.7%	Reduced	Holders
Q1 2022	30,487	$2.93M	0.3%	−36,180−54.3%	Reduced	Holders
Q4 2021	66,667	$5.72M	0.5%	+7,765+13.2%	Added	Holders
Q3 2021	58,902	$4.85M	0.5%	−27,143−31.5%	Reduced	Holders
Q2 2021	86,045	$7.15M	0.7%	00.0%	Unchanged	Holders
Q1 2021	86,045	$6.16M	0.6%	–	–	Holders

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