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Monetary Management Group Inc

SEC CIK
0001133014
Latest filing
Aug 12, 2026

WELL holding history

Welltower Inc. in every 13F filed by Monetary 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)
4,725
Value
$1.07M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WELL by Monetary Management Group Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,725$1.07M0.2%−200−4.1%ReducedHolders
Q1 20264,925$973.7K0.2%−425−7.9%ReducedHolders
Q4 20255,350$993.0K0.2%−250−4.5%ReducedHolders
Q3 20255,600$997.6K0.2%00.0%UnchangedHolders
Q2 20255,600$860.9K0.2%00.0%UnchangedHolders
Q1 20255,600$858.0K0.2%−750−11.8%ReducedHolders
Q4 20246,350$800.3K0.2%−250−3.8%ReducedHolders
Q3 20246,600$845.0K0.2%−625−8.7%ReducedHolders
Q2 20247,225$753.2K0.2%00.0%UnchangedHolders
Q1 20247,225$675.1K0.2%−350−4.6%ReducedHolders
Q4 20237,575$683.0K0.2%00.0%UnchangedHolders
Q3 20237,575$620.5K0.2%00.0%UnchangedHolders
Q2 20237,575$612.7K0.2%00.0%UnchangedHolders
Q1 20237,575$543.1K0.2%−500−6.2%ReducedHolders
Q4 20228,075$529.3K0.2%00.0%UnchangedHolders
Q3 20228,075$519.0K0.2%00.0%UnchangedHolders
Q2 20228,075$665.0K0.2%00.0%UnchangedHolders
Q1 20228,075$776.0K0.2%00.0%UnchangedHolders
Q4 20218,075$693.0K0.2%00.0%UnchangedHolders
Q3 20218,075$665.0K0.2%+1,900+30.8%AddedHolders
Q2 20216,175$513.0K0.2%00.0%UnchangedHolders
Q1 20216,175$442.0K0.1%––Holders

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