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Livermore
Livermore
ZHEN

D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

WELL holding history

Welltower Inc. in every 13F filed by D.A. Davidson & 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)
9,137
Value
$2.07M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WELL by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,137$2.07M<0.1%−173−1.9%ReducedHolders
Q1 20269,310$1.84M<0.1%−6,752−42.0%ReducedHolders
Q4 202516,062$2.98M<0.1%−389−2.4%ReducedHolders
Q3 202516,451$2.93M<0.1%+23+0.1%AddedHolders
Q2 202516,428$2.53M<0.1%−84−0.5%ReducedHolders
Q1 202516,512$2.53M<0.1%−621−3.6%ReducedHolders
Q4 202417,133$2.16M<0.1%+15+0.1%AddedHolders
Q3 202417,118$2.19M<0.1%+949+5.9%AddedHolders
Q2 202416,169$1.69M<0.1%−547−3.3%ReducedHolders
Q1 202416,716$1.56M<0.1%−69−0.4%ReducedHolders
Q4 202316,785$1.51M<0.1%+47+0.3%AddedHolders
Q3 202316,738$1.37M<0.1%−3,015−15.3%ReducedHolders
Q2 202319,753$1.60M<0.1%−108−0.5%ReducedHolders
Q1 202319,861$1.42M<0.1%+561+2.9%AddedHolders
Q4 202219,300$1.27M<0.1%−566−2.8%ReducedHolders
Q3 202219,866$1.27M<0.1%+42+0.2%AddedHolders
Q2 202219,824$1.63M<0.1%+218+1.1%AddedHolders
Q1 202219,606$1.89M<0.1%+78+0.4%AddedHolders
Q4 202119,528$1.68M<0.1%+767+4.1%AddedHolders
Q3 202118,761$1.55M<0.1%+3,450+22.5%AddedHolders
Q2 202115,311$1.27M<0.1%−2,203−12.6%ReducedHolders
Q1 202117,514$1.25M<0.1%––Holders

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