Lake Street Financial »

Welltower Inc Com reit shares owned by Lake Street Financial

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Lake Street Financial from 13F filings

Historical chart of Lake Street Financial investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Lake Street Financial 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 Lake Street Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $438k 3.4k 128.03
2024-06-30 $372k 3.6k 104.25
2024-03-31 $337k 3.6k 93.44
2023-12-31 $328k 3.6k 90.17

More positions owned by Lake Street Financial

Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
First Tr Exchange Traded First Tr Enh New (FTSM)
Amazon (AMZN)
Wisdontree Tr India Erngs Fd (EPI)
Graniteshares Gold Tr Shs Ben Int (BAR)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Msci Emrg Chn (EMXC)
JPMorgan Chase & Co. (JPM)

View all positions for Lake Street Financial

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