HighTower Trust Services, LTA
- SEC CIK
- 0001090413
- Latest filing
- Apr 21, 2023
WELL holding history
Welltower Inc. in every 13F filed by HighTower Trust Services, LTA, 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 Q1 2023 holdings
- Shares (Q1 2023)
- 5,925
- Value
- $401.9K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 5,925 | $401.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 5,925 | $384.2K | <0.1% | +39+0.7% | Added | Holders |
| Q3 2022 | 5,886 | $379.0K | <0.1% | +5,886 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −5,752−100.0% | Sold out | Holders |
| Q1 2022 | 5,752 | $553.0K | 0.1% | −36−0.6% | Reduced | Holders |
| Q4 2021 | 5,788 | $496.0K | <0.1% | +5,788 | New | Holders |