Net Worth Advisory Group »

Welltower Inc Com reit shares owned by Net Worth Advisory Group

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

Historical chart of Net Worth Advisory Group investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Net Worth Advisory Group 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 Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $360k 2.8k 128.02

More positions owned by Net Worth Advisory Group

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr Ser Tr Bloomberg Intl T (BWX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Short Treas Bd (SHV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Net Worth Advisory Group

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