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ORG Partners LLC

SEC CIK
0001979372
Latest filing
Jan 14, 2026

WELL holding history

Welltower Inc. in every 13F filed by ORG Partners 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 Q4 2025 holdings

Shares (Q4 2025)
680
Value
$126.2K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2023
Holdings of WELL by ORG Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2025680$126.2K<0.1%+18+2.7%AddedHolders
Q3 2025662$117.9K<0.1%+81+13.9%AddedHolders
Q2 2025581$88.1K<0.1%+104+21.8%AddedHolders
Q1 2025477$73.5K<0.1%−1−0.2%ReducedHolders
Q4 2024478$60.2K<0.1%00.0%UnchangedHolders
Q3 2024478$61.2K<0.1%−2−0.4%ReducedHolders
Q2 2024480$49.9K<0.1%+480NewHolders
Q4 20230$00.0%−239−100.0%Sold outHolders
Q3 2023239$19.6K<0.1%−125−34.3%ReducedHolders
Q2 2023364$29.2K<0.1%+364NewHolders