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Welltower Inc Com reit shares owned by Lokken Investment Group

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Lokken Investment Group from 13F filings

Historical chart of Lokken Investment Group investment in Welltower Inc Com reit

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All positions including Welltower Inc Com reit held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $296k 1.7k 178.17
2025-06-30 $255k 1.7k 153.71
2025-03-31 $255k 1.7k 153.24
2024-12-31 $209k 1.7k 126.02
2024-09-30 $212k 1.7k 128.06

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Unified Ser Tr Ballast Smlmd Cp (MGMT)
Vanguard Index Fds Small Cp Etf (VB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Vanguard Index Fds Mid Cap Etf (VO)
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Natixis Etf Tr Gateway Quality (GQI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Lokken Investment Group

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Cohen & Steers Capital Management
Wellington Management Company
FMR
Geode Capital Management
Principal Financial Group
Northern Trust
Morgan Stanley
Charles Schwab Investment Management
Jpmorgan Chase & Co
Dimensional Fund Advisors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Welltower Inc Com reit