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Welltower Inc Com reit shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in Welltower Inc Com reit

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

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Quarterly reported holdings in Welltower Inc Com reit by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $249k 2.7k 93.45
2023-12-31 $229k 2.5k 90.18
2023-09-30 $205k 2.5k 81.93
2023-06-30 $215k 2.7k 80.89

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Top funds holding Welltower Inc Com reit

Vanguard Group
Norges Bank Investment Management
Wellington Management Company
Bank of America Corporation
Principal Financial Group
Legal & General Group
Daiwa Securities Group
Dimensional Fund Advisors
T. Rowe Price Associates
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Deutsche Bank Aktiengesellschaft
Jpmorgan Chase & Co
Goldman Sachs Group
Russell Investments

View all funds holding Welltower Inc Com reit