Pineridge Advisors LLC

SEC CIK: 0002012421
Latest filing: Nov 4, 2025

SEC filings (opens in a new tab)

WELL holding history

Welltower Inc. in every 13F filed by Pineridge 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 Q3 2025 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of WELL by Pineridge Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−1,714−100.0%	Sold out	Holders
Q1 2024	1,714	$160.2K	0.1%	+69+4.2%	Added	Holders
Q4 2023	1,645	$148.3K	<0.1%	–	No prior filing	Holders