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Focus Financial Network, Inc.

SEC CIK
0002010942
Latest filing
Jul 9, 2026

WELL holding history

Welltower Inc. in every 13F filed by Focus Financial Network, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2024
Holdings of WELL by Focus Financial Network, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,301−100.0%Sold outHolders
Q4 20251,301$241.6K<0.1%−415−24.2%ReducedHolders
Q3 20251,716$305.8K<0.1%+1+0.1%AddedHolders
Q2 20251,715$263.7K<0.1%+1+0.1%AddedHolders
Q1 20251,714$262.6K<0.1%−149−8.0%ReducedHolders
Q4 20241,863$234.8K<0.1%+206+12.4%AddedHolders
Q3 20241,657$212.1K<0.1%+1,657NewHolders