Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Phillip James Consulting »

Welltower shares owned by Phillip James Consulting

Quarter-by-quarter ownership of Welltower shares owned by Phillip James Consulting from 13F filings

Historical chart of Phillip James Consulting investment in Welltower

Tip: Access up to 7 years of quarterly data

All positions including Welltower held by Phillip James Consulting consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Welltower by Phillip James Consulting

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$73k	374	195.19

More positions owned by Phillip James Consulting

Schwab Short-term Us Treasury Etf Etf

Vanguard Short-term Bond Etf Etf (BND)

Schwab Us Broad Market Etf Etf

Ishares Msci Eafe Value Etf Etf

Schwab Us Large-cap Value Etf Etf

Vanguard Ftse All-world Ex-us Small-cap Etf Etf

Vanguard Small-cap Etf Etf

Schwab Intl Equity Etf Etf

Vanguard Small-cap Value Etf Etf

Vanguard Total Stock Market Etf Etf (VTI)

Schwab Us Small-cap Etf Etf

Spdr Portfolio Sp 500 Momentum Etf Etf (SHM)

Wisdomtree Intl Smallcap Dividend Fund Etf (DWM)

Vanguard Value Etf Etf

Spdr Portfolio Emerging Markets Etf Etf (SPHY)

View all positions for Phillip James Consulting

Top funds holding Welltower

Phillip James Consulting

View all funds holding Welltower

© 2026 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z