Geller Advisors LLC

SEC CIK: 0001354739
Latest filing: Feb 14, 2025

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by Geller Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overview All 13F holders of WELL Full Q4 2024 holdings

Shares (Q4 2024): 1,911
Value: $240.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2023

Holdings of WELL by Geller Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	1,911	$240.8K	<0.1%	+69+3.7%	Added	Holders
Q3 2024	1,842	$235.8K	<0.1%	+1,842	New	Holders
Q3 2023	0	$0	0.0%	−2,491−100.0%	Sold out	Holders
Q2 2023	2,491	$201.5K	<0.1%	+2,491	New	Holders