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Welltower Inc Com reit shares owned by Beto Financial Group

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

Historical chart of Beto Financial Group investment in Welltower Inc Com reit

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

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Quarterly reported holdings in Welltower Inc Com reit by Beto Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $692k 3.7k 187.43

More positions owned by Beto Financial Group

Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p Mcp Etf (IJH)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr U.s. Real Es Etf (IYR)
Ishares Core Msci Emkt (IEMG)
First Tr Exchange Traded Tech Alphadex (FXL)

View all positions for Beto Financial Group

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