Skip to main content

Beck Capital Management, LLC

SEC CIK
0001601904
Latest filing
Aug 14, 2026

WELL holding history

Welltower Inc. in every 13F filed by Beck Capital Management, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2024
Holdings of WELL by Beck Capital Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−33,965−100.0%Sold outHolders
Q1 202633,965$6.72M1.5%+139+0.4%AddedHolders
Q4 202533,826$6.28M1.5%+546+1.6%AddedHolders
Q3 202533,280$5.93M1.4%+304+0.9%AddedHolders
Q2 202532,976$5.07M1.3%+11,934+56.7%AddedHolders
Q1 202521,042$3.22M0.9%+1,159+5.8%AddedHolders
Q4 202419,883$2.51M0.7%+745+3.9%AddedHolders
Q3 202419,138$2.45M0.7%+19,138NewHolders