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Rational Advisors LLC

SEC CIK
0001143565
Latest filing
Jul 24, 2026

WELL holding history

Welltower Inc. in every 13F filed by Rational Advisors LLC, 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)
43,800
Value
$9.94M
% of portfolio
0.9%
Quarters held
8
Since Q3 2023
Holdings of WELL by Rational Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,800$9.94M0.9%−600−1.4%ReducedHolders
Q1 202644,400$8.52M0.9%+23,400+111.4%AddedHolders
Q4 202521,000$3.90M0.4%+21,000NewHolders
Q4 20240$00.0%−442−100.0%Sold outHolders
Q3 2024442$56.6K<0.1%−56−11.2%ReducedHolders
Q2 2024498$51.9K<0.1%−26−5.0%ReducedHolders
Q1 2024524$49.0K<0.1%00.0%UnchangedHolders
Q4 2023524$47.2K<0.1%00.0%UnchangedHolders
Q3 2023524$42.9K<0.1%+524NewHolders