LM Advisors »

Welltower Inc Com reit shares owned by LM Advisors

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

Historical chart of LM 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 LM 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 902 227.27
2023-12-31 $62k 690 90.17

More positions owned by LM Advisors

Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
State Str Spdr S&p 500 Etf T Tr Unit Etf (SPY)
Amazon (AMZN)
Alphabet Inc Cap Stk Cl C Cl C (GOOG)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B (BRK.B)
Vanguard Specialized Funds Div App Etf Etf (VIG)
State Str Spdr Dow Jones Ind Ut Ser 1 Etf (DIA)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Proshares Tr Ultrapro Qqq Etf (TQQQ)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)
Vanguard Index Fds Total Stk Mkt Etf (VTI)

View all positions for LM 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