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Welltower Inc Com reit shares owned by Quotient Wealth Partners

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

Historical chart of Quotient Wealth Partners investment in Welltower Inc Com reit

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All positions including Welltower Inc Com reit held by Quotient Wealth 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 Quotient Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $440k 2.5k 178.13
2025-06-30 $399k 2.6k 153.75
2025-03-31 $357k 2.3k 153.21
2024-12-31 $260k 2.1k 126.03
2024-09-30 $251k 2.0k 128.03

More positions owned by Quotient Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Blackrock Etf Trust Ii Flexible Income (BINC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Quotient Wealth Partners

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