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Stonebrook Private Inc.

SEC CIK
0002008738
Latest filing
Aug 14, 2026

WELL holding history

Welltower Inc. in every 13F filed by Stonebrook Private 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)
1,619
Value
$367.4K
% of portfolio
0.1%
Quarters held
6
Since Q1 2025
Holdings of WELL by Stonebrook Private Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,619$367.4K0.1%−10−0.6%ReducedHolders
Q1 20261,629$322.0K0.1%+50+3.2%AddedHolders
Q4 20251,579$293.1K0.1%+24+1.5%AddedHolders
Q3 20251,555$277.1K0.1%+31+2.0%AddedHolders
Q2 20251,524$234.2K0.1%+15+1.0%AddedHolders
Q1 20251,509$231.2K0.1%+1,509NewHolders