Collaborative Fund Advisors »

Welltower Inc Com reit shares owned by Collaborative Fund Advisors

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

Historical chart of Collaborative Fund 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 Collaborative Fund 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 Collaborative Fund Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $244k 1.1k 226.97

More positions owned by Collaborative Fund Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Inc Class A cs (GOOGL)
Janus Detroit Str Tr (JAAA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Litman Gregory Fds Tr (DBMF)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr broad usd high (USHY)
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC)
Schwab Strategic Tr intrm trm (SCHR)
Schwab Strategic Tr sht tm us tres (SCHO)
Ishares Tr fltg rate nt (FLOT)
Broadcom (AVGO)
Vanguard Mortgage Bkd Sects ETF (VMBS)

View all positions for Collaborative Fund Advisors

Top funds holding Welltower Inc Com reit

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Capital Research and Management Company - Division 3
Cohen & Steers Capital Management
Bank of America Corporation
FMR
Norges Bank Investment Management
Geode Capital Management
T. Rowe Price Associates
Wellington Management Company
Capital World Investors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Principal Financial Group

View all funds holding Welltower Inc Com reit