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Welltower Inc Com reit shares owned by Envestnet Asset Management

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

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

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All positions including Welltower Inc Com reit held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $64M 498k 128.03
2024-06-30 $53M 506k 104.25
2024-03-31 $45M 482k 93.44
2023-09-30 $37M 447k 81.92
2023-06-30 $28M 351k 80.89
2023-03-31 $27M 375k 71.69
2022-12-31 $24M 362k 65.55
2022-09-30 $20M 314k 64.32
2022-06-30 $24M 287k 82.35
2022-03-31 $27M 284k 96.14
2021-12-31 $40M 471k 85.77
2021-09-30 $36M 433k 82.40
2021-06-30 $37M 446k 83.10
2021-03-31 $28M 387k 71.63
2020-12-31 $23M 351k 64.62
2020-09-30 $21M 382k 55.09
2020-06-30 $20M 393k 51.75
2020-03-31 $37M 803k 45.78
2019-12-31 $52M 632k 81.78
2019-09-30 $60M 660k 90.65
2019-06-30 $54M 658k 81.53
2019-03-31 $49M 633k 77.60
2018-12-31 $43M 622k 69.41
2018-09-30 $1.2M 18k 64.32
2018-06-30 $6.8M 109k 62.71
2018-03-31 $5.3M 98k 54.54
2017-12-31 $10M 161k 63.77
2017-09-30 $11M 162k 70.25
2017-06-30 $13M 178k 74.85
2017-03-31 $13M 180k 70.82
2016-12-31 $12M 179k 66.92
2016-09-30 $13M 172k 74.77
2016-06-30 $16M 211k 76.17
2016-03-31 $15M 212k 69.34
2015-12-31 $16M 235k 68.03
2015-09-30 $16M 236k 67.72

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Ishares Tr Core Msci Eafe (IEFA)
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View all positions for Envestnet Asset Management

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
BlackRock
Cohen & Steers Capital Management
Capital Research and Management Company - Division 3
State Street Corporation
Bank of America Corporation
Geode Capital Management
Jpmorgan Chase & Co
Principal Financial Group
Dimensional Fund Advisors
Invesco
Morgan Stanley
Daiwa Securities Group
T. Rowe Price Associates

View all funds holding Welltower Inc Com reit