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Welltower Inc Com reit shares owned by Beacon Financial Planning

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

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

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Beacon Financial Planning 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 Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 13k 128.03
2024-06-30 $242k 2.3k 104.27

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View all positions for Beacon Financial Planning

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
BlackRock
Cohen & Steers Capital Management
Capital Research and Management Company - Division 3
State Street Corporation
Bank of America Corporation
Geode Capital Management
Jpmorgan Chase & Co
Principal Financial Group
Dimensional Fund Advisors
Invesco
Morgan Stanley
Daiwa Securities Group
T. Rowe Price Associates

View all funds holding Welltower Inc Com reit