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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

WELL holding history

Welltower Inc. in every 13F filed by TD Private Client Wealth 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)
3,823
Value
$867.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WELL by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,823$867.7K<0.1%−11−0.3%ReducedHolders
Q1 20263,834$758.0K<0.1%+645+20.2%AddedHolders
Q4 20253,189$591.9K<0.1%+15+0.5%AddedHolders
Q3 20253,174$565.4K<0.1%+250+8.5%AddedHolders
Q2 20252,924$449.5K<0.1%+993+51.4%AddedHolders
Q1 20251,931$295.8K<0.1%+390+25.3%AddedHolders
Q4 20241,541$194.2K<0.1%−46−2.9%ReducedHolders
Q3 20241,587$203.2K<0.1%+37+2.4%AddedHolders
Q2 20241,550$161.6K<0.1%+97+6.7%AddedHolders
Q1 20241,453$135.8K<0.1%+75+5.4%AddedHolders
Q4 20231,378$124.3K<0.1%−1,644−54.4%ReducedHolders
Q3 20233,022$247.6K<0.1%−3,912−56.4%ReducedHolders
Q2 20236,934$560.9K<0.1%−1,203−14.8%ReducedHolders
Q1 20238,137$583.3K<0.1%−23−0.3%ReducedHolders
Q4 20228,160$534.9K<0.1%+732+9.9%AddedHolders
Q3 20227,428$477.8K<0.1%+176+2.4%AddedHolders
Q2 20227,252$597.2K<0.1%−303−4.0%ReducedHolders
Q1 20227,555$726.3K<0.1%+555+7.9%AddedHolders
Q4 20217,000$600.4K<0.1%−61−0.9%ReducedHolders
Q3 20217,061$581.9K<0.1%−528−7.0%ReducedHolders
Q2 20217,589$630.7K<0.1%−273−3.5%ReducedHolders
Q1 20217,862$563.1K<0.1%––Holders

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