WELLTOWER INC. Previous ETF Holding It
WELLTOWER INC. (WELL). 199 retained portfolio positions. Missing dates and values remain unreported.
- AVDS: Fund Avantis International Small Cap Equity ETF; Added / first observed 2024-02-29.
- AWP: Fund abrdn Global Premier Properties Fund; Added / first observed 2018-07-31.
- BALI: Fund iShares U.S. Large Cap Premium Income Active ETF; Added / first observed 2025-06-30.
- BIV: Fund VANGUARD INTERMEDIATE-TERM BOND INDEX FUND; Added / first observed 2015-09-30.
Previous ETF Holding It
199 retained portfolio positions. Missing dates and values remain unreported.
| ETF | Fund | Added / first observed | Removed / first absent |
|---|---|---|---|
| AVDS | Avantis International Small Cap Equity ETF | 2024-02-29 | |
| AWP | abrdn Global Premier Properties Fund | 2018-07-31 | |
| BALI | iShares U.S. Large Cap Premium Income Active ETF | 2025-06-30 | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 2015-09-30 | |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | 2021-01-29 | |
| BLES | Inspire Global Hope ETF | 2018-05-31 | |
| BLV | VANGUARD LONG-TERM BOND INDEX FUND | 2015-09-30 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 2015-09-30 | |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND | 2016-01-31 | |
| BPRE | Bluerock Private Real Estate Fund | 2019-03-31 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 2015-09-30 | |
| BTAL | AGF U.S. Market Neutral Anti-Beta Fund | 2015-09-30 | |
| BXSY | BEXIL INVESTMENT TRUST | 2015-09-30 | |
| CCNR | ALPS | CoreCommodity Natural Resources ETF | 2017-01-31 | |
| CHW | Calamos Global Dynamic Income Fund | 2017-01-31 | |
| CLSE | Convergence Long/Short Equity ETF | 2023-11-30 | |
| COWZ | Pacer US Cash Cows 100 ETF | 2017-04-30 | |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | 2017-01-31 | |
| DMA | Destra Multi-Alternative Fund | 2024-09-30 | |
| DUBS | Aptus Large Cap Enhanced Yield ETF | 2024-07-31 | |
| DVY | iShares Select Dividend ETF | 2018-04-30 | |
| EFV | iShares MSCI EAFE Value ETF | 2018-10-31 | |
| EGGS | Nestyield Total Return Guard ETF | 2025-11-30 | |
| ETB | Eaton Vance Tax-Managed Buy-Write Income Fund | 2015-09-30 | |
| ETHO | Amplify Etho Climate Leadership U.S. ETF | 2020-03-31 | |
| EUSA | iShares MSCI USA Equal Weighted ETF | 2018-05-31 | |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | 2020-10-30 | |
| FAS | Direxion Daily Financial Bull 3X Shares | 2019-10-31 | |
| FCTR | First Trust Lunt U.S. Factor Rotation ETF | 2020-06-30 | |
| FCVT | First Trust SSI Strategic Convertible Securities ETF | 2023-10-31 | |
| FDIS | Fidelity MSCI Consumer Discretionary Index ETF | 2016-10-31 | |
| FDTS | First Trust Developed Markets ex-US Small Cap AlphaDEX Fund | 2023-09-29 | |
| FPX | First Trust US Equity Opportunities ETF | 2021-12-31 | |
| FTA | First Trust Large Cap Value AlphaDEX Fund | 2020-10-30 | |
| FTHI | First Trust BuyWrite Income ETF | 2021-03-31 | |
| FTLB | First Trust Nasdaq BuyWrite Income ETF | 2021-03-31 | |
| FXO | First Trust Financials AlphaDEX Fund | 2020-01-31 | |
| GBDV | Global Beta Smart Income ETF | 2021-05-31 | |
| GLO | Clough Global Opportunities Fund | 2017-04-30 | |
| GLQ | Clough Global Equity Fund | 2017-04-30 | |
| GLV | Clough Global Dividend and Income Fund | 2017-04-30 | |
| HEEM | iShares Currency Hedged MSCI Emerging Markets ETF | 2018-05-31 | |
| HEQ | John Hancock Diversified Income Fund | 2018-09-30 | |
| HIBL | Direxion Daily S&P 500 High Beta Bull 3X Shares | 2021-01-31 | |
| HUSV | First Trust Horizon Managed Volatility Domestic ETF | 2022-10-31 | |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | 2016-04-30 | |
| IDV | iShares International Select Dividend ETF | 2016-10-31 | |
| IEUS | iShares MSCI Europe Small-Cap ETF | 2017-04-30 | |
| IGA | VOYA GLOBAL ADVANTAGE & PREMIUM OPPORTUNITY FUND | 2015-11-30 | |
| IGE | iShares North American Natural Resources ETF | 2018-06-30 | |
| IGTR | Innovator Gradient Tactical Rotation Strategy ETF | 2024-01-31 | |
| ILCV | iShares Morningstar Value ETF | 2022-10-31 | |
| IMCV | iShares Morningstar Mid-Cap Value ETF | 2022-10-31 | |
| INDA | iShares MSCI India ETF | 2016-04-30 | |
| IQDG | WisdomTree International Quality Dividend Growth Fund | 2018-12-31 | |
| IRET | Ireit - Marketvector Quality Reit Index ETF | 2026-01-31 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2018-06-30 | |
| IUSV | iShares Core S&P U.S. Value ETF | 2018-06-30 | |
| IVE | iShares S&P 500 Value ETF | 2018-06-30 | |
| IVV | iShares Core S&P 500 ETF | 2018-06-30 | |
| IWB | iShares Russell 1000 ETF | 2018-06-30 | |
| IWD | iShares Russell 1000 Value ETF | 2018-06-30 | |
| IWR | iShares Russell Mid-Cap ETF | 2018-06-30 | |
| IWS | iShares Russell Mid-Cap Value ETF | 2018-06-30 | |
| IYR | iShares U.S. Real Estate ETF | 2018-06-30 | |
| JCE | Nuveen Core Equity Alpha Fund | 2016-06-30 | |
| JHML | John Hancock Multifactor Large Cap ETF | 2019-10-31 | |
| JHS | John Hancock Income Securities Trust | 2015-10-31 | |
| JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 2016-07-31 | |
| JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 2018-07-31 | |
| JPUS | JPMorgan Diversified Return U.S. Equity ETF | 2016-01-31 | |
| JRI | Nuveen Real Asset Income and Growth Fund | 2015-09-30 | |
| JRS | Nuveen Real Estate Income Fund | 2015-09-30 | |
| JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 2018-07-31 | |
| KORP | American Century Diversified Corporate Bond ETF | 2020-08-31 | |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | 2017-04-30 | |
| LSLT | Pacer Salt Low truBeta US Market ETF | 2020-03-31 | |
| LVHB | Innovator Laddered Fund of S&P 500 Power Buffer ETFs | 2020-04-30 | |
| MBB | iShares MBS ETF | 2017-10-31 | |
| MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 2017-09-30 | |
| MUSI | American Century Multisector Income ETF | 2022-11-30 | |
| NDOW | Anydrus Advantage ETF | 2019-06-30 | |
| NLSI | NEOS Long/Short Equity Income ETF | 2025-12-31 | |
| NRO | NEUBERGER REAL ESTATE SECURITIES INCOME FUND INC | 2015-10-31 | |
| OPTZ | Optimize Strategy Index ETF | 2025-03-31 | |
| OWNS | CCM Affordable Housing MBS ETF | 2016-12-31 | |
| PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 2024-10-31 | |
| PGZ | Principal Real Estate Income Fund | 2016-04-30 | |
| PSR | Invesco Active U.S. Real Estate ETF | 2018-04-30 | |
| PTNQ | Pacer Trendpilot 100 ETF | 2015-10-31 | |
| PWS | Pacer WealthShield ETF | 2019-10-31 | |
| QQQX | Nuveen Nasdaq 100 Dynamic Overwrite Fund | 2015-12-31 | |
| QRFT | QRAFT AI-Enhanced U.S. Large Cap ETF | 2019-07-31 | |
| RA | Brookfield Real Assets Income Fund Inc. | 2017-06-30 | |
| RFI | COHEN & STEERS TOTAL RETURN REALTY FUND INC | 2018-09-30 | |
| RIET | Hoya Capital High Dividend Yield ETF | 2022-02-28 | |
| RNDV | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 2019-09-30 | |
| RNP | COHEN & STEERS REIT & PREFERRED & INCOME FUND INC | 2018-09-30 | |
| ROUS | Hartford Multifactor US Equity ETF | 2016-09-30 | |
| RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | 2018-09-30 |
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