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Livermore
Livermore
ZHEN

Cercano Management LLC

SEC CIK
0001936416
Latest filing
Aug 13, 2026

WELL holding history

Welltower Inc. in every 13F filed by Cercano Management 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)
1,736
Value
$394.0K
% of portfolio
0.1%
Quarters held
14
Since Q4 2022
Holdings of WELL by Cercano Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,736$394.0K0.1%00.0%UnchangedHolders
Q1 20261,736$343.2K<0.1%00.0%UnchangedHolders
Q4 20251,736$322.2K<0.1%00.0%UnchangedHolders
Q3 20251,736$309.3K<0.1%00.0%UnchangedHolders
Q2 20251,736$266.9K<0.1%00.0%UnchangedHolders
Q1 20251,736$266.0K<0.1%−122,127−98.6%ReducedHolders
Q4 2024123,863$15.6M0.4%+123,863NewHolders
Q3 20240$00.0%−115,822−100.0%Sold outHolders
Q2 2024115,822$12.1M0.3%00.0%UnchangedHolders
Q1 2024115,822$10.8M0.3%−17,467−13.1%ReducedHolders
Q4 2023133,289$12.0M0.4%00.0%UnchangedHolders
Q3 2023133,289$10.9M0.4%00.0%UnchangedHolders
Q2 2023133,289$10.8M0.4%00.0%UnchangedHolders
Q1 2023133,289$9.56M0.4%00.0%UnchangedHolders
Q4 2022133,289$8.74M0.4%–No prior filingHolders