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West Paces Advisors Inc.

SEC CIK
0002004720
Latest filing
Jul 17, 2026

WELL holding history

Welltower Inc. in every 13F filed by West Paces Advisors Inc., 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)
181
Value
$41.1K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of WELL by West Paces Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026181$41.1K<0.1%+181NewHolders
Q2 20250$00.0%−117−100.0%Sold outHolders
Q1 2025117$17.9K<0.1%00.0%UnchangedHolders
Q4 2024117$14.7K<0.1%00.0%UnchangedHolders
Q3 2024117$15.0K<0.1%00.0%UnchangedHolders
Q2 2024117$12.2K<0.1%−18−13.3%ReducedHolders
Q1 2024135$12.6K<0.1%00.0%UnchangedHolders
Q4 2023135$12.2K<0.1%+18+15.4%AddedHolders
Q3 2023117$9.59K<0.1%00.0%UnchangedHolders
Q2 2023117$9.46K<0.1%00.0%UnchangedHolders
Q1 2023117$8.39K<0.1%+17+17.0%AddedHolders
Q4 2022100$6.55K<0.1%00.0%UnchangedHolders
Q3 2022100$6.43K<0.1%−10−9.1%ReducedHolders
Q2 2022110$9.06K<0.1%00.0%UnchangedHolders
Q1 2022110$10.6K<0.1%+10+10.0%AddedHolders
Q4 2021100$8.58K<0.1%00.0%UnchangedHolders
Q3 2021100$8.24K<0.1%00.0%UnchangedHolders
Q2 2021100$8.31K<0.1%00.0%UnchangedHolders
Q1 2021100$7.16K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.