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

Whipplewood Advisors »

Welltower Inc Com reit shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood 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 Whipplewood 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 Whipplewood Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$482k	2.7k	178.14
2025-06-30	$430k	2.8k	153.73
2025-03-31	$9.4k	2.8k	3.40

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)

Innovator ETF Trust Exchange Traded Fund (BALT)

Tesla Common / Ordinary Stock (TSLA)

Vanguard Etf/usa Exchange Traded Fund (VIG)

JP Morgan Investment Management Exchange Traded Fund (JEPI)

ARK Investment Management Exchange Traded Fund (ARKK)

BlackRock Fund Advisors Exchange Traded Fund (MTUM)

Vanguard Etf/usa Exchange Traded Fund (VT)

Apple Common / Ordinary Stock (AAPL)

First Trust ETFs/USA Exchange Traded Fund (RDVI)

Vanguard Etf/usa Exchange Traded Fund (VIGI)

Western Asset Management Closed-end Fund (WEA)

Vanguard ETF/USA Exchange Traded Fund (VEA)

Charles Schwab Investment Management Exchange Traded Fund (FNDF)

JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood 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