Skip to main content
Livermore
Livermore
ZHEN

Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

WELL holding history

Welltower Inc. in every 13F filed by Greenleaf Trust, 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)
10,180
Value
$2.31M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WELL by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,180$2.31M<0.1%−317−3.0%ReducedHolders
Q1 202610,497$2.08M<0.1%+692+7.1%AddedHolders
Q4 20259,805$1.82M<0.1%+161+1.7%AddedHolders
Q3 20259,644$1.72M<0.1%−77−0.8%ReducedHolders
Q2 20259,721$1.49M<0.1%−527−5.1%ReducedHolders
Q1 202510,248$1.57M<0.1%+828+8.8%AddedHolders
Q4 20249,420$1.19M<0.1%+341+3.8%AddedHolders
Q3 20249,079$1.16M<0.1%+66+0.7%AddedHolders
Q2 20249,013$939.6K<0.1%+1,107+14.0%AddedHolders
Q1 20247,906$738.7K<0.1%−129−1.6%ReducedHolders
Q4 20238,035$724.5K<0.1%+457+6.0%AddedHolders
Q3 20237,578$620.8K<0.1%+183+2.5%AddedHolders
Q2 20237,395$598.2K<0.1%+722+10.8%AddedHolders
Q1 20236,673$478.4K<0.1%+398+6.3%AddedHolders
Q4 20226,275$411.0K<0.1%+1,083+20.9%AddedHolders
Q3 20225,192$334.0K<0.1%+199+4.0%AddedHolders
Q2 20224,993$411.0K<0.1%−540−9.8%ReducedHolders
Q1 20225,533$532.0K<0.1%+821+17.4%AddedHolders
Q4 20214,712$404.0K<0.1%+43+0.9%AddedHolders
Q3 20214,669$385.0K<0.1%+283+6.5%AddedHolders
Q2 20214,386$364.0K<0.1%+427+10.8%AddedHolders
Q1 20213,959$284.0K<0.1%––Holders

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