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Carr Financial Group Corp

SEC CIK
0001931232
Latest filing
Aug 6, 2026

WELL holding history

Welltower Inc. in every 13F filed by Carr Financial Group Corp, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2024
Holdings of WELL by Carr Financial Group Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,358−100.0%Sold outHolders
Q4 20251,358$252.0K0.1%−390−22.3%ReducedHolders
Q3 20251,748$311.4K0.1%+6+0.3%AddedHolders
Q2 20251,742$267.8K0.1%−237−12.0%ReducedHolders
Q1 20251,979$303.2K0.1%−292−12.9%ReducedHolders
Q4 20242,271$286.2K0.1%+9+0.4%AddedHolders
Q3 20242,262$289.5K0.1%+11+0.5%AddedHolders
Q2 20242,251$234.7K0.1%+2,251NewHolders