Capital Performance Advisors »

Welltower Inc Com reit shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Welltower Inc Com reit by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $257k 1.3k 197.66
2025-12-31 $213k 1.1k 185.57
2024-09-30 $6.5k 51 127.76

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Capital Research and Management Company - Division 3
Cohen & Steers Capital Management
FMR
Wellington Management Company
Geode Capital Management
Capital World Investors
Principal Financial Group
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Morgan Stanley
Northern Trust

View all funds holding Welltower Inc Com reit