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Welltower Inc Com reit shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in Welltower Inc Com reit

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All positions including Welltower Inc Com reit held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $21k 166 128.03
2024-06-30 $17k 166 104.25
2024-03-31 $16k 166 93.45
2023-12-31 $15k 166 90.17

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Ishares Tr Core Msci Eafe (IEFA)
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
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NVIDIA Corporation (NVDA)
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Microsoft Corporation (MSFT)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
BlackRock
Cohen & Steers Capital Management
Capital Research and Management Company - Division 3
State Street Corporation
Bank of America Corporation
Geode Capital Management
Jpmorgan Chase & Co
Principal Financial Group
Dimensional Fund Advisors
Invesco
Morgan Stanley
Daiwa Securities Group
T. Rowe Price Associates

View all funds holding Welltower Inc Com reit