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Welltower Inc Com reit shares owned by McElhenny Sheffield Capital Management

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

Historical chart of McElhenny Sheffield Capital Management investment in Welltower Inc Com reit

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All positions including Welltower Inc Com reit held by McElhenny Sheffield Capital 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 McElhenny Sheffield Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 1.6k 178.14
2025-06-30 $212k 1.4k 153.73
2025-03-31 $212k 1.4k 153.21
2022-12-31 $39k 600 65.55

More positions owned by McElhenny Sheffield Capital Management

Etf Ser Solutions Mcelhenny Shefld (MSMR)
Proshares Tr Ultrapro Qqq (TQQQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Us Aer Def Etf (ITA)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Microsoft Corporation (MSFT)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Abbott Laboratories (ABT)
Wal-Mart Stores (WMT)

View all positions for McElhenny Sheffield Capital Management

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