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Aspect Partners, LLC

SEC CIK
0001985284
Latest filing
Jul 16, 2026

WELL holding history

Welltower Inc. in every 13F filed by Aspect 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 Q2 2026 holdings

Shares (Q2 2026)
55
Value
$12.5K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of WELL by Aspect Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202655$12.5K<0.1%−10−15.4%ReducedHolders
Q1 202665$12.9K<0.1%+1+1.6%AddedHolders
Q4 202564$11.9K<0.1%+8+14.3%AddedHolders
Q3 202556$9.97K<0.1%+11+24.4%AddedHolders
Q2 202545$6.92K<0.1%00.0%UnchangedHolders
Q1 202545$6.89K<0.1%+3+7.1%AddedHolders
Q4 202442$5.29K<0.1%00.0%UnchangedHolders
Q3 202442$5.38K<0.1%00.0%UnchangedHolders
Q2 202442$4.38K<0.1%+31+281.8%AddedHolders
Q1 202411$1.03K<0.1%−9−45.0%ReducedHolders
Q4 202320$1.80K<0.1%–No prior filingHolders