Beverly Hills Private Wealth, LLC
- SEC CIK
- 0001965710
- Latest filing
- Aug 6, 2026
WELL holding history
Welltower Inc. in every 13F filed by Beverly Hills Private Wealth, 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 (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −3,164−100.0% | Sold out | Holders |
| Q3 2023 | 3,164 | $259.2K | 0.1% | −3,128−49.7% | Reduced | Holders |
| Q2 2023 | 6,292 | $518.3K | 0.1% | +2,870+83.9% | Added | Holders |
| Q1 2023 | 3,422 | $245.3K | 0.1% | +3,422 | New | Holders |