CMC Financial Group

SEC CIK: 0001770940
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by CMC Financial Group, 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 (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2025

Holdings of WELL by CMC Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−1,827−100.0%	Sold out	Holders
Q4 2025	1,827	$339.1K	0.6%	+27+1.5%	Added	Holders
Q3 2025	1,800	$320.7K	0.6%	+1,800	New	Holders