Drake & Associates, LLC
- SEC CIK
- 0001935795
- Latest filing
- Aug 10, 2026
WELL holding history
Welltower Inc. in every 13F filed by Drake & Associates, 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)
- 3,742
- Value
- $849.4K
- % of portfolio
- 0.1%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,742 | $849.4K | 0.1% | −3,465−48.1% | Reduced | Holders |
| Q1 2026 | 7,207 | $1.42M | 0.3% | −3,493−32.6% | Reduced | Holders |
| Q4 2025 | 10,700 | $1.99M | 0.4% | −5,599−34.4% | Reduced | Holders |
| Q3 2025 | 16,299 | $3.04M | 0.6% | −2,946−15.3% | Reduced | Holders |
| Q2 2025 | 19,245 | $2.96M | 0.7% | +6,029+45.6% | Added | Holders |
| Q1 2025 | 13,216 | $2.02M | 0.6% | +2,633+24.9% | Added | Holders |
| Q4 2024 | 10,583 | $1.51M | 0.4% | +5,612+112.9% | Added | Holders |
| Q3 2024 | 4,971 | $636.4K | 0.2% | −262−5.0% | Reduced | Holders |
| Q2 2024 | 5,233 | $545.6K | 0.2% | +289+5.8% | Added | Holders |
| Q1 2024 | 4,944 | $462.0K | 0.2% | −20.0% | Reduced | Holders |
| Q4 2023 | 4,946 | $446.0K | 0.2% | +4,946 | New | Holders |