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Livermore
Livermore
ZHEN

Lumbard & Kellner, LLC

SEC CIK
0001602476
Latest filing
Aug 6, 2026

WELL holding history

Welltower Inc. in every 13F filed by Lumbard & Kellner, 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)
5,496
Value
$1.25M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of WELL by Lumbard & Kellner, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,496$1.25M0.4%00.0%UnchangedHolders
Q1 20265,496$1.09M0.4%00.0%UnchangedHolders
Q4 20255,496$1.02M0.4%00.0%UnchangedHolders
Q3 20255,496$979.1K0.4%00.0%UnchangedHolders
Q2 20255,496$844.9K0.4%00.0%UnchangedHolders
Q1 20255,496$842.0K0.4%00.0%UnchangedHolders
Q4 20245,496$692.7K0.3%00.0%UnchangedHolders
Q3 20245,496$703.7K0.3%00.0%UnchangedHolders
Q2 20245,496$573.0K0.3%00.0%UnchangedHolders
Q1 20245,496$513.5K0.2%00.0%UnchangedHolders
Q4 20235,496$495.6K0.3%00.0%UnchangedHolders
Q3 20235,496$450.2K0.3%00.0%UnchangedHolders
Q2 20235,496$444.6K0.2%00.0%UnchangedHolders
Q1 20235,496$394.0K0.2%00.0%UnchangedHolders
Q4 20225,496$360.3K0.2%+5,496NewHolders
Q3 20220$00.0%−5,496−100.0%Sold outHolders
Q2 20225,496$453.0K0.2%−4,355−44.2%ReducedHolders
Q1 20229,851$947.0K0.4%+11+0.1%AddedHolders
Q4 20219,840$843.0K0.3%+60+0.6%AddedHolders
Q3 20219,780$806.0K0.3%00.0%UnchangedHolders
Q2 20219,780$813.0K0.3%+13+0.1%AddedHolders
Q1 20219,767$700.0K0.2%––Holders

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