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Welltower Inc Com reit shares owned by Catalytic Wealth RIA

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Catalytic Wealth RIA from 13F filings

Historical chart of Catalytic Wealth RIA investment in Welltower Inc Com reit

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All positions including Welltower Inc Com reit held by Catalytic Wealth RIA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 15k 128.03
2024-06-30 $995k 9.5k 104.25
2024-03-31 $304k 3.3k 93.44
2023-12-31 $289k 3.2k 90.17

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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