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McDonald Partners LLC

SEC CIK
0001331074
Latest filing
Jul 28, 2026

WELL holding history

Welltower Inc. in every 13F filed by McDonald Partners 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)
5,506
Value
$1.25M
% of portfolio
0.3%
Quarters held
1
Since Q2 2026
Holdings of WELL by McDonald Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,506$1.25M0.3%+5,506NewHolders