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CSM Advisors, LLC

SEC CIK
0001863523
Latest filing
Aug 14, 2026

WELL holding history

Welltower Inc. in every 13F filed by CSM 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)
25,076
Value
$5.69M
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of WELL by CSM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,076$5.69M0.1%−45−0.2%ReducedHolders
Q1 202625,121$4.97M0.1%+25,121NewHolders