SEC 13F Intelligence

Wespac Advisors Socal, LLC / WELL

Wespac Advisors Socal, LLC’s Welltower Inc Position

Does Wespac Advisors Socal, LLC own Welltower Inc (WELL)? Yes — 53.9K shares worth $11M (+2.27% of its 13F portfolio) as of Q1 2026, up from 53.1K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
53.9K
% of Portfolio
+2.27%
Quarters Held
7
currently held

Position History WELL

Reported value by quarter
Q3 ’24: $3MQ3 ’24Q4 ’24: $4MQ4 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $9MQ3 ’25Q4 ’25: $10MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202653.9K$11M+2.27%
Q4 202553.1K$10M+1.99%
Q3 202553.0K$9M+1.92%
Q2 202553.9K$8M+1.85%
Q1 202553.9K$8M+2.15%
Q4 202432.2K$4M+0.92%
Q3 202423.7K$3M+0.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wespac Advisors Socal, LLC’s full portfolio or all institutional holders of WELL.