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Pier 88 Investment Partners »

Welltower Inc Com reit shares owned by Pier 88 Investment Partners

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Pier 88 Investment Partners from 13F filings

Historical chart of Pier 88 Investment Partners investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Pier 88 Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Pier 88 Investment Partners

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$3.9M	21k	185.61

More positions owned by Pier 88 Investment Partners

Global Pmts Note 1.500% 3/0 (Principal)

Etsy Note 0.250% 6/1 (Principal)

Ventas Rlty Ltd Partnership Note 3.750% 6/0 (Principal)

Nextera Energy Unit 11/01/2027 (NEE.PT)

Ppl Cap Fdg Note 2.875% 3/1 (Principal)

Okta Note 0.375% 6/1 (Principal)

Meritage Homes Corp Note 1.750% 5/1 (Principal)

Bank America Corp 7.25 Percentage Cnv Pfd L Convertible Preferred (BAC.PL)

Hewlett Packard Enterprise C 7.625 Mand Conv Convertible Preferred (HPE.PC)

Shift4 Pmts Note 0.500% 8/0 (Principal)

Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL)

Kkr & Co Inc 6.25 Con Ser D Convertible Preferred (KKR.PD)

Ares Management Corporation 6.75 Se B P Convertible Preferred (ARES.PB)

American Wtr Cap Corp Note 3.625% 6/1 (Principal)

Uber Technologies Note 0.875%12/0 (Principal)

View all positions for Pier 88 Investment Partners

Top funds holding Welltower Inc Com reit

Capital Research and Management Company - Division 3

State Street Corporation

Cohen & Steers Capital Management

Norges Bank Investment Management

Wellington Management Company

Geode Capital Management

Capital World Investors

Principal Financial Group

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

Charles Schwab Investment Management

View all funds holding Welltower Inc Com reit

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