Creekmur Asset Management »

Welltower Inc Com reit shares owned by Creekmur Asset Management

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Creekmur Asset Management from 13F filings

Historical chart of Creekmur Asset Management investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Creekmur Asset Management 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 Creekmur Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $65k 505 127.99
2024-06-30 $53k 505 104.17
2024-03-31 $47k 504 93.52
2023-12-31 $46k 504 90.21

More positions owned by Creekmur Asset Management

Global X Fds 1-3 Month T-bill (CLIP)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange-traded Intermediate Dur (FIIG)
Caterpillar (CAT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)

View all positions for Creekmur Asset Management

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Capital Research and Management Company - Division 3
State Street Corporation
Norges Bank Investment Management
Bank of America Corporation
Wellington Management Company
FMR
Geode Capital Management
Principal Financial Group
Jpmorgan Chase & Co
Northern Trust
Ubs Global Asset Management Americas
Dimensional Fund Advisors

View all funds holding Welltower Inc Com reit