Churchill Financial Advisors »

Welltower Inc Com reit shares owned by Churchill Financial Advisors

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

Historical chart of Churchill Financial Advisors investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Welltower Inc Com reit by Churchill Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $785k 4.0k 197.71

More positions owned by Churchill Financial Advisors

Wal-Mart Stores (WMT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Ishares Tr Core Div Grwth (DGRO)
Applied Materials (AMAT)
Goldman Sachs (GS)
International Business Machines (IBM)
Oracle Corporation (ORCL)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)
McDonald's Corporation (MCD)

View all positions for Churchill Financial Advisors

Top funds holding Welltower Inc Com reit

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Cohen & Steers Capital Management
Capital Research and Management Company - Division 3
FMR
Bank of America Corporation
Geode Capital Management
Wellington Management Company
Capital World Investors
Principal Financial Group
Morgan Stanley
Northern Trust
Charles Schwab Investment Management

View all funds holding Welltower Inc Com reit