Evanson Asset Management, LLC
- SEC CIK
- 0001626379
- Latest filing
- Apr 8, 2026
WELL holding history
Welltower Inc. in every 13F filed by Evanson Asset 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 Q1 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −2,010−100.0% | Sold out | Holders |
| Q4 2025 | 2,010 | $373.1K | <0.1% | +7+0.3% | Added | Holders |
| Q3 2025 | 2,003 | $356.9K | <0.1% | +7+0.4% | Added | Holders |
| Q2 2025 | 1,996 | $306.8K | <0.1% | +8+0.4% | Added | Holders |
| Q1 2025 | 1,988 | $304.5K | <0.1% | −1,792−47.4% | Reduced | Holders |
| Q4 2024 | 3,780 | $476.4K | <0.1% | +9+0.2% | Added | Holders |
| Q3 2024 | 3,771 | $482.8K | <0.1% | +10+0.3% | Added | Holders |
| Q2 2024 | 3,761 | $392.1K | <0.1% | +10+0.3% | Added | Holders |
| Q1 2024 | 3,751 | $350.5K | <0.1% | +11+0.3% | Added | Holders |
| Q4 2023 | 3,740 | $337.2K | <0.1% | +12+0.3% | Added | Holders |
| Q3 2023 | 3,728 | $305.4K | <0.1% | +3,728 | New | Holders |