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Welltower Inc Com reit shares owned by Yoffe Investment Management

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

Historical chart of Yoffe Investment Management investment in Welltower Inc Com reit

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

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Quarterly reported holdings in Welltower Inc Com reit by Yoffe Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $225k 989 226.97

More positions owned by Yoffe Investment Management

Vanguard Small-cap Indexfund Etf Shares Uie (VB)
International Business Machines (IBM)
Vanguard Total Stock Market Index Fund Etf Shares Uie (VTI)
Caterpillar (CAT)
Intel Corporation (INTC)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Vanguard Mid-cap Index Fund Etf Shares Uie (VO)
Vanguard Extended Marketindex Fund Etf Shares Uie (VXF)
Microsoft Corporation (MSFT)
CSX Corporation (CSX)
Bank of New York Mellon Corporation (BNY)
Procter & Gamble Company (PG)
Goldman Sachs (GS)

View all positions for Yoffe Investment Management

Top funds holding Welltower Inc Com reit

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Cohen & Steers Capital Management
Capital Research and Management Company - Division 3
FMR
Bank of America Corporation
Geode Capital Management
T. Rowe Price Associates
Wellington Management Company
Capital World Investors
Principal Financial Group
Morgan Stanley
Northern Trust

View all funds holding Welltower Inc Com reit