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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

WELL holding history

Welltower Inc. in every 13F filed by SageView Advisory Group, 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)
953
Value
$216.5K
% of portfolio
<0.1%
Quarters held
2
Since Q4 2025
Holdings of WELL by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026953$216.5K<0.1%+953NewHolders
Q1 20260$00.0%−940−100.0%Sold outHolders
Q4 2025940$174.6K<0.1%+940NewHolders