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Flagship Harbor Advisors, LLC

SEC CIK
0001691766
Latest filing
Jul 22, 2026

WELL holding history

Welltower Inc. in every 13F filed by Flagship Harbor Advisors, 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)
980
Value
$222.5K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of WELL by Flagship Harbor Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026980$222.5K<0.1%−32−3.2%ReducedHolders
Q1 20261,012$200.0K<0.1%−628−38.3%ReducedHolders
Q4 20251,640$304.4K<0.1%−288−14.9%ReducedHolders
Q3 20251,928$343.4K<0.1%+533+38.2%AddedHolders
Q2 20251,395$214.4K<0.1%−64−4.4%ReducedHolders
Q1 20251,459$223.5K<0.1%+1,459NewHolders