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Livermore
Livermore
ZHEN

Great Valley Advisor Group, Inc.

SEC CIK
0001769897
Latest filing
Aug 10, 2026

WELL holding history

Welltower Inc. in every 13F filed by Great Valley Advisor Group, Inc., 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)
3,813
Value
$865.5K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of WELL by Great Valley Advisor Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,813$865.5K<0.1%+16+0.4%AddedHolders
Q1 20263,797$750.5K<0.1%−10−0.3%ReducedHolders
Q4 20253,807$706.1K<0.1%+4+0.1%AddedHolders
Q3 20253,803$677.2K<0.1%+15+0.4%AddedHolders
Q2 20253,788$582.3K<0.1%−151−3.8%ReducedHolders
Q1 20253,939$603.5K<0.1%−27−0.7%ReducedHolders
Q4 20243,966$500.1K<0.1%−420−9.6%ReducedHolders
Q3 20244,386$561.7K<0.1%+800+22.3%AddedHolders
Q2 20243,586$374.0K<0.1%+14+0.4%AddedHolders
Q1 20243,572$333.5K<0.1%−15−0.4%ReducedHolders
Q4 20233,587$323.3K<0.1%+488+15.7%AddedHolders
Q3 20233,099$254.3K<0.1%+3+0.1%AddedHolders
Q2 20233,096$250.0K<0.1%+49+1.6%AddedHolders
Q1 20233,047$218.7K<0.1%+3,047NewHolders
Q4 20220$00.0%−3,238−100.0%Sold outHolders
Q3 20223,238$209.0K<0.1%+80+2.5%AddedHolders
Q2 20223,158$260.0K<0.1%+336+11.9%AddedHolders
Q1 20222,822$268.0K<0.1%+10.0%AddedHolders
Q4 20212,821$240.0K<0.1%−2−0.1%ReducedHolders
Q3 20212,823$232.0K<0.1%−257−8.3%ReducedHolders
Q2 20213,080$249.0K<0.1%00.0%UnchangedHolders
Q1 20213,080$220.0K<0.1%––Holders

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