Waterloo Capital »

Welltower Inc Com reit shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Welltower Inc Com reit by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.2M 8.0k 153.21
2024-12-31 $928k 7.4k 126.02
2024-09-30 $1.1M 8.4k 128.03

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Wal-Mart Stores (WMT)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)

View all positions for Waterloo Capital

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
Cohen & Steers Capital Management
State Street Corporation
Norges Bank Investment Management
Wellington Management Company
Bank of America Corporation
FMR
Geode Capital Management
Principal Financial Group
Northern Trust
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Dimensional Fund Advisors

View all funds holding Welltower Inc Com reit

OSZAR »