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Birchbrook, Inc.

SEC CIK
0002071468
Latest filing
Jul 8, 2026

WELL holding history

Welltower Inc. in every 13F filed by Birchbrook, 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)
60
Value
$13.5K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of WELL by Birchbrook, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202660$13.5K<0.1%+1+1.7%AddedHolders
Q1 202659$11.7K<0.1%−21−26.3%ReducedHolders
Q4 202580$14.9K<0.1%+21+35.6%AddedHolders
Q3 202559$10.5K<0.1%00.0%UnchangedHolders
Q2 202559$9.01K<0.1%+1+1.7%AddedHolders
Q1 202558$8.94K<0.1%−150−72.1%ReducedHolders
Q4 2024208$26.2K<0.1%+150+258.6%AddedHolders
Q3 202458$7.40K<0.1%+1+1.8%AddedHolders
Q2 202457$5.99K<0.1%00.0%UnchangedHolders
Q1 202457$5.34K<0.1%00.0%UnchangedHolders
Q4 202357$5.12K<0.1%–No prior filingHolders