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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

WELL holding history

Welltower Inc. in every 13F filed by Beacon Pointe 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)
20,305
Value
$4.61M
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of WELL by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,305$4.61M<0.1%+3,900+23.8%AddedHolders
Q1 202616,405$3.24M<0.1%+5,876+55.8%AddedHolders
Q4 202510,529$1.95M<0.1%+1,992+23.3%AddedHolders
Q3 20258,537$1.52M<0.1%−1,448−14.5%ReducedHolders
Q2 20259,985$1.53M<0.1%−381−3.7%ReducedHolders
Q1 202510,366$1.59M<0.1%−4,596−30.7%ReducedHolders
Q4 202414,962$1.89M<0.1%−3,339−18.2%ReducedHolders
Q3 202418,301$2.34M<0.1%−142−0.8%ReducedHolders
Q2 202418,443$1.92M<0.1%+1,009+5.8%AddedHolders
Q1 202417,434$1.63M<0.1%−4,736−21.4%ReducedHolders
Q4 202322,170$2.00M<0.1%+402+1.8%AddedHolders
Q3 202321,768$1.78M<0.1%+300+1.4%AddedHolders
Q2 202321,468$1.74M<0.1%−1,858−8.0%ReducedHolders
Q1 202323,326$1.67M<0.1%+1,326+6.0%AddedHolders
Q4 202222,000$1.44M<0.1%+6,259+39.8%AddedHolders
Q3 202215,741$1.01M<0.1%−3,594−18.6%ReducedHolders
Q2 202219,335$1.59M<0.1%−921−4.5%ReducedHolders
Q1 202220,256$1.95M<0.1%+7,353+57.0%AddedHolders
Q4 202112,903$1.11M<0.1%+897+7.5%AddedHolders
Q3 202112,006$989.0K<0.1%+8,950+292.9%AddedHolders
Q2 20213,056$254.0K<0.1%+3,056NewHolders