Skip to main content
Livermore
Livermore
ZHEN

Bollard Group LLC

SEC CIK
0001556218
Latest filing
Aug 12, 2026

WELL holding history

Welltower Inc. in every 13F filed by Bollard Group 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)
985
Value
$224.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WELL by Bollard Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026985$224.0K<0.1%+3+0.3%AddedHolders
Q1 2026982$194.0K<0.1%+3+0.3%AddedHolders
Q4 2025979$182.0K<0.1%00.0%UnchangedHolders
Q3 2025979$174.0K<0.1%00.0%UnchangedHolders
Q2 2025979$151.0K<0.1%+50+5.4%AddedHolders
Q1 2025929$142.0K<0.1%00.0%UnchangedHolders
Q4 2024929$117.0K<0.1%00.0%UnchangedHolders
Q3 2024929$119.0K<0.1%00.0%UnchangedHolders
Q2 2024929$97.0K<0.1%00.0%UnchangedHolders
Q1 2024929$87.0K<0.1%00.0%UnchangedHolders
Q4 2023929$84.0K<0.1%00.0%UnchangedHolders
Q3 2023929$76.0K<0.1%−30−3.1%ReducedHolders
Q2 2023959$78.0K<0.1%+30+3.2%AddedHolders
Q1 2023929$67.0K<0.1%00.0%UnchangedHolders
Q4 2022929$61.0K<0.1%00.0%UnchangedHolders
Q3 2022929$60.0K<0.1%00.0%UnchangedHolders
Q2 2022929$77.0K<0.1%−1,636−63.8%ReducedHolders
Q1 20222,565$247.0K<0.1%+11+0.4%AddedHolders
Q4 20212,554$219.0K<0.1%+12+0.5%AddedHolders
Q3 20212,542$209.0K<0.1%+11+0.4%AddedHolders
Q2 20212,531$210.0K<0.1%−1,742−40.8%ReducedHolders
Q1 20214,273$306.0K<0.1%––Holders

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