LM Advisors LLC

SEC CIK: 0002011314
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by LM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overview All 13F holders of WELL Full Q2 2026 holdings

Shares (Q2 2026): 902
Value: $205.0K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2023

Holdings of WELL by LM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	902	$205.0K	<0.1%	+902	New	Holders
Q1 2024	0	$0	0.0%	−690−100.0%	Sold out	Holders
Q4 2023	690	$62.2K	<0.1%	–	No prior filing	Holders