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Welltower Inc Com reit shares owned by Ken Stern & Associates

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Ken Stern & Associates from 13F filings

Historical chart of Ken Stern & Associates investment in Welltower Inc Com reit

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All positions including Welltower Inc Com reit held by Ken Stern & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Ken Stern & Associates

Quarter filed Position value Share count Share price at filing
2018-09-30 $342k 5.3k 64.30
2018-06-30 $333k 5.3k 62.62
2018-03-31 $269k 4.9k 54.41

More positions owned by Ken Stern & Associates

Essex Property Trust (ESS)
iShares Russell 2000 Growth Index (IWO)
Vanguard Europe Pacific ETF (VEA)
Vanguard Total Bond Market ETF (BND)
iShares Lehman Short Treasury Bond (SHV)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Information Technology ETF (VGT)
Consumer Discretionary SPDR (XLY)
Ishares Tr Msci Usa Momentum Factor (MTUM)
iShares Dow Jones US Aerospace & Def.ETF (ITA)
First Trust DJ Internet Index Fund (FDN)
Vanguard Value ETF (VTV)
Spdr S&p 500 Etf (SPY)
Health Care SPDR (XLV)
Industrial SPDR (XLI)

View all positions for Ken Stern & Associates

Top funds holding Welltower Inc Com reit

Vanguard Group
Norges Bank Investment Management
Wellington Management Company
Bank of America Corporation
Principal Financial Group
Legal & General Group
Daiwa Securities Group
Dimensional Fund Advisors
T. Rowe Price Associates
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Deutsche Bank Aktiengesellschaft
Jpmorgan Chase & Co
Goldman Sachs Group
Russell Investments

View all funds holding Welltower Inc Com reit