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Welltower Inc Com reit shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Welltower Inc Com reit

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All positions including Welltower Inc Com reit held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $13k 141 90.09

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Apple Equity (AAPL)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
iShares S&P 500 Value Equity (IVE)
Vanguard High Dividend Yield ETF Equity (VYM)
Microsoft Corp Equity (MSFT)
Vanguard Short Term Bond Index ETF Equity (BSV)
AT&T Corp Equity (T)

View all positions for Burkett Financial Services

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
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
Jpmorgan Chase & Co
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Centersquare Investment Management
Deutsche Bank Aktiengesellschaft

View all funds holding Welltower Inc Com reit