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Welltower Inc Com reit shares owned by Barnes Dennig Private Wealth Management

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Barnes Dennig Private Wealth Management from 13F filings

Historical chart of Barnes Dennig Private Wealth Management investment in Welltower Inc Com reit

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All positions including Welltower Inc Com reit held by Barnes Dennig Private Wealth 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 Barnes Dennig Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $146k 789 185.61
2025-09-30 $4.6k 26 178.15

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Bank of New York Mellon Corporation (BK)
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Applied Materials (AMAT)
Apple (AAPL)
Ishares Silver Tr Ishares (SLV)
Charles Schwab Corporation (SCHW)
BorgWarner (BWA)
Amgen (AMGN)
Medtronic SHS (MDT)
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Marvell Technology (MRVL)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
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ON Semiconductor (ON)

View all positions for Barnes Dennig Private Wealth Management

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Cohen & Steers Capital Management
Wellington Management Company
FMR
Geode Capital Management
Principal Financial Group
Northern Trust
Charles Schwab Investment Management
Jpmorgan Chase & Co
Dimensional Fund Advisors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Invesco

View all funds holding Welltower Inc Com reit