Measured Wealth Private Client Group, LLC

SEC CIK: 0001720235
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by Measured Wealth Private Client Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overview All 13F holders of WELL Full Q2 2026 holdings

Shares (Q2 2026): 75
Value: $17.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of WELL by Measured Wealth Private Client Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	75	$17.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	75	$14.8K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	75	$13.9K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	75	$13.4K	<0.1%	+75	New	Holders