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Welltower Inc Com reit shares owned by Drake & Associates

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Drake & Associates from 13F filings

Historical chart of Drake & Associates investment in Welltower Inc Com reit

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All positions including Welltower Inc Com reit held by Drake & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Drake & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $636k 5.0k 128.02
2024-06-30 $546k 5.2k 104.26
2024-03-31 $462k 4.9k 93.44
2023-12-31 $446k 4.9k 90.17

More positions owned by Drake & Associates

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Us Vlu (IUSV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Acwi Etf (ACWI)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Global 100 Etf (IOO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Drake & Associates

Top funds holding Welltower Inc Com reit

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

View all funds holding Welltower Inc Com reit