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First Pacific Financial

SEC CIK
0001810089
Latest filing
Jul 20, 2026

WELL holding history

Welltower Inc. in every 13F filed by First Pacific Financial, 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)
24,992
Value
$5.67M
% of portfolio
0.7%
Quarters held
6
Since Q1 2025
Holdings of WELL by First Pacific Financial, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,992$5.67M0.7%−1,283−4.9%ReducedHolders
Q1 202626,275$5.19M0.7%−5,025−16.1%ReducedHolders
Q4 202531,300$5.81M0.8%−1,977−5.9%ReducedHolders
Q3 202533,277$5.93M0.8%+8,028+31.8%AddedHolders
Q2 202525,249$3.88M0.6%+25,200+51,428.6%AddedHolders
Q1 202549$7.51K<0.1%+49NewHolders