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PSI Advisors, LLC

SEC CIK
0001779040
Latest filing
Aug 3, 2026

WELL holding history

Welltower Inc. in every 13F filed by PSI 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q3 2021
Holdings of WELL by PSI Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−203−100.0%Sold outHolders
Q1 2025203$31.1K<0.1%00.0%UnchangedHolders
Q4 2024203$25.6K<0.1%00.0%UnchangedHolders
Q3 2024203$26.0K<0.1%00.0%UnchangedHolders
Q2 2024203$21.2K<0.1%00.0%UnchangedHolders
Q1 2024203$19.0K<0.1%00.0%UnchangedHolders
Q4 2023203$18.3K<0.1%−60−22.8%ReducedHolders
Q3 2023263$21.5K<0.1%00.0%UnchangedHolders
Q2 2023263$21.3K<0.1%00.0%UnchangedHolders
Q1 2023263$18.9K<0.1%00.0%UnchangedHolders
Q4 2022263$17.2K<0.1%−413−61.1%ReducedHolders
Q3 2022676$43.0K<0.1%−620−47.8%ReducedHolders
Q2 20221,296$107.0K0.1%−70−5.1%ReducedHolders
Q1 20221,366$131.0K0.1%−65−4.5%ReducedHolders
Q4 20211,431$123.0K0.1%−61−4.1%ReducedHolders
Q3 20211,492$123.0K0.1%+1,492NewHolders