Callahan Advisors, LLC

SEC CIK: 0001395055
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by Callahan 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 Q2 2026 holdings

Shares (Q2 2026): 41,924
Value: $9.52M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of WELL by Callahan Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	41,924	$9.52M	0.7%	−443−1.0%	Reduced	Holders
Q1 2026	42,367	$8.38M	0.7%	−2,218−5.0%	Reduced	Holders
Q4 2025	44,585	$8.28M	0.7%	−1,212−2.6%	Reduced	Holders
Q3 2025	45,797	$8.16M	0.7%	+1,399+3.2%	Added	Holders
Q2 2025	44,398	$6.83M	0.6%	+1,675+3.9%	Added	Holders
Q1 2025	42,723	$6.55M	0.6%	+280+0.7%	Added	Holders
Q4 2024	42,443	$5.35M	0.5%	−3,089−6.8%	Reduced	Holders
Q3 2024	45,532	$5.83M	0.6%	−1,559−3.3%	Reduced	Holders
Q2 2024	47,091	$4.91M	0.5%	+1,109+2.4%	Added	Holders
Q1 2024	45,982	$4.30M	0.5%	−1,249−2.6%	Reduced	Holders
Q4 2023	47,231	$4.26M	0.5%	−1,452−3.0%	Reduced	Holders
Q3 2023	48,683	$3.99M	0.5%	−1,270−2.5%	Reduced	Holders
Q2 2023	49,953	$4.04M	0.5%	+1,573+3.3%	Added	Holders
Q1 2023	48,380	$3.47M	0.4%	+456+1.0%	Added	Holders
Q4 2022	47,924	$3.14M	0.4%	+10,227+27.1%	Added	Holders
Q3 2022	37,697	$2.42M	0.3%	−1,539−3.9%	Reduced	Holders
Q2 2022	39,236	$3.23M	0.4%	+473+1.2%	Added	Holders
Q1 2022	38,763	$3.73M	0.4%	−128−0.3%	Reduced	Holders
Q4 2021	38,891	$3.34M	0.4%	+4,684+13.7%	Added	Holders
Q3 2021	34,207	$2.82M	0.4%	+2,194+6.9%	Added	Holders
Q2 2021	32,013	$2.66M	0.3%	+5,534+20.9%	Added	Holders
Q1 2021	26,479	$1.90M	0.3%	–	–	Holders

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