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Welltower Inc Com reit shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Welltower Inc Com reit

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

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Quarterly reported holdings in Welltower Inc Com reit by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $225k 990 226.99

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Capital Group Dividend Value Shs Creat Unit (CGDV)
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First Tr Exchange-traded SHS (FVD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust St Str P500etf (SPYM)
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View all positions for Beacon Financial Advisory

Top funds holding Welltower Inc Com reit

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Capital Research and Management Company - Division 3
Cohen & Steers Capital Management
Bank of America Corporation
FMR
Norges Bank Investment Management
Geode Capital Management
T. Rowe Price Associates
Wellington Management Company
Capital World Investors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Principal Financial Group

View all funds holding Welltower Inc Com reit