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CBIZ Investment Advisory Services »

Welltower Inc Com reit shares owned by CBIZ Investment Advisory Services

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

Historical chart of CBIZ Investment Advisory Services investment in Welltower Inc Com reit

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

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Quarterly reported holdings in Welltower Inc Com reit by CBIZ Investment Advisory Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$40k	226	178.14
2025-06-30	$33k	213	153.73
2025-03-31	$1.8k	12	153.25

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View all positions for CBIZ Investment Advisory Services

Top funds holding Welltower Inc Com reit

Capital Research and Management Company - Division 3

State Street Corporation

Cohen & Steers Capital Management

Wellington Management Company

Geode Capital Management

Principal Financial Group

Charles Schwab Investment Management

Jpmorgan Chase & Co

Dimensional Fund Advisors

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Welltower Inc Com reit

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