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Busey Wealth Management

SEC CIK
0001427202
Latest filing
Aug 13, 2026

WELL holding history

Welltower Inc. in every 13F filed by Busey Wealth Management, 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)
5,111
Value
$1.16M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WELL by Busey Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,111$1.16M<0.1%−329−6.0%ReducedHolders
Q1 20265,440$1.08M<0.1%−355−6.1%ReducedHolders
Q4 20255,795$1.08M<0.1%+44+0.8%AddedHolders
Q3 20255,751$1.02M<0.1%−371−6.1%ReducedHolders
Q2 20256,122$941.1K<0.1%−839−12.1%ReducedHolders
Q1 20256,961$1.07M<0.1%+80+1.2%AddedHolders
Q4 20246,881$867.2K<0.1%+127+1.9%AddedHolders
Q3 20246,754$864.7K<0.1%−1,374−16.9%ReducedHolders
Q2 20248,128$847.3K<0.1%−907−10.0%ReducedHolders
Q1 20249,035$844.2K<0.1%−722−7.4%ReducedHolders
Q4 20239,757$879.8K<0.1%−731−7.0%ReducedHolders
Q3 202310,488$859.2K<0.1%−6,277−37.4%ReducedHolders
Q2 202316,765$1.36M0.1%−1,331−7.4%ReducedHolders
Q1 202318,096$1.30M0.1%−519−2.8%ReducedHolders
Q4 202218,615$1.22M0.1%−1,265−6.4%ReducedHolders
Q3 202219,880$1.28M0.1%+14+0.1%AddedHolders
Q2 202219,866$1.64M0.1%−1,255−5.9%ReducedHolders
Q1 202221,121$2.03M0.1%−600−2.8%ReducedHolders
Q4 202121,721$1.86M0.1%−967−4.3%ReducedHolders
Q3 202122,688$1.87M0.1%−2,544−10.1%ReducedHolders
Q2 202125,232$2.10M0.1%−1,241−4.7%ReducedHolders
Q1 202126,473$1.90M0.1%––Holders

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