Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

WestEnd Advisors »

Welltower Inc Com reit shares owned by WestEnd Advisors

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

Historical chart of WestEnd Advisors investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Welltower Inc Com reit by WestEnd Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$24M	136k	178.14
2025-06-30	$21M	138k	153.73
2025-03-31	$25M	162k	153.21
2024-12-31	$22M	171k	126.03
2024-09-30	$23M	177k	128.03

More positions owned by WestEnd Advisors

Select Sector Spdr Tr Sbi Int- Common Stock (XLK)

Select Sector Spdr Tr Communic Common Stock (XLC)

Select Sector Spdr Tr Sbi Int- Common Stock (XLF)

Select Sector Spdr Tr Sbi Heal Common Stock (XLV)

Vanguard Intl Equity Index F A Common Stock (VEU)

Select Sector Spdr Tr Sbi Cons Common Stock (XLY)

Ishares Tr Gldm Sachs Tec Common Stock (IGM)

Select Sector Spdr Tr Sbi Cons Common Stock (XLP)

Ishares Inc Emkts Asia Idx Common Stock (EEMA)

Vanguard Intl Equity Index F P Common Stock (VPL)

Ishares Tr Lehman 3-7 Yr Common Stock (IEI)

Vanguard Scottsdale Fds Shrt-t Common Stock (VCSH)

Select Sector Spdr Tr Sbi Int- Common Stock (XLU)

Ishares Tr 20 Yr Trs Bd Common Stock (TLT)

Ishares Tr 7-10 Yr Trs Bd Common Stock (IEF)

View all positions for WestEnd Advisors

Top funds holding Welltower Inc Com reit

Capital Research and Management Company - Division 3

State Street Corporation

Cohen & Steers Capital Management

Wellington Management Company

Geode Capital Management

Principal Financial Group

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

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z