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LGT Group Foundation

SEC CIK
0001911278
Latest filing
Aug 10, 2026

WELL holding history

Welltower Inc. in every 13F filed by LGT Group Foundation, 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)
34,468
Value
$7.82M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of WELL by LGT Group Foundation, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,468$7.82M0.1%−1,219−3.4%ReducedHolders
Q1 202635,687$7.06M0.1%−19,626−35.5%ReducedHolders
Q4 202555,313$10.4M0.1%−5,630−9.2%ReducedHolders
Q3 202560,943$10.9M0.1%−3,175−5.0%ReducedHolders
Q2 202564,118$9.86M0.1%−407−0.6%ReducedHolders
Q1 202564,525$9.89M0.1%−17,793−21.6%ReducedHolders
Q4 202482,318$10.4M0.2%−95−0.1%ReducedHolders
Q3 202482,413$10.5M0.2%−7,600−8.4%ReducedHolders
Q2 202490,013$9.38M0.1%−32,468−26.5%ReducedHolders
Q1 2024122,481$11.4M0.3%−16,582−11.9%ReducedHolders
Q4 2023139,063$12.7M0.3%−28,849−17.2%ReducedHolders
Q3 2023167,912$13.7M0.3%−724−0.4%ReducedHolders
Q2 2023168,636$13.6M0.3%+116,742+225.0%AddedHolders
Q1 202351,894$3.72M0.1%+44,425+594.8%AddedHolders
Q4 20227,469$489.6K<0.1%+2,220+42.3%AddedHolders
Q3 20225,249$338.0K<0.1%−120,516−95.8%ReducedHolders
Q2 2022125,765$10.4M0.3%−52,050−29.3%ReducedHolders
Q1 2022177,815$17.4M0.4%+11,286+6.8%AddedHolders
Q4 2021166,529$14.3M0.4%–No prior filingHolders