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Mount Lucas Management LP

SEC CIK
0001185072
Latest filing
Aug 10, 2026

WELL holding history

Welltower Inc. in every 13F filed by Mount Lucas Management LP, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2025
Holdings of WELL by Mount Lucas Management LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−11,396−100.0%Sold outHolders
Q4 202511,396$2.12M0.9%+14+0.1%AddedHolders
Q3 202511,382$2.03M0.9%+368+3.3%AddedHolders
Q2 202511,014$1.69M0.8%−1,699−13.4%ReducedHolders
Q1 202512,713$1.95M0.9%+12,713NewHolders