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Welltower Inc Com reit shares owned by Ohe Financial

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

Historical chart of Ohe Financial investment in Welltower Inc Com reit

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

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Quarterly reported holdings in Welltower Inc Com reit by Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $233k 1.8k 128.01
2021-09-30 $140k 1.7k 82.69

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Vanguard Growth Index Fund Etf (VUG)
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Vanguard Ftse Developed Markets Etf Etf (VEA)
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Vanguard Total Bond Market Index Fund Etf (BND)
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Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
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Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Ohe Financial

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Capital Research and Management Company - Division 3
State Street Corporation
Wellington Management Company
Bank of America Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Principal Financial Group
Legal & General Group
Dimensional Fund Advisors
Invesco
Ubs Global Asset Management Americas

View all funds holding Welltower Inc Com reit