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Welltower Inc Com reit shares owned by Circle Wealth Management

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

Historical chart of Circle Wealth Management investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Welltower Inc Com reit by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $356k 1.9k 185.62
2019-09-30 $207k 2.3k 90.83

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View all positions for Circle Wealth Management

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Cohen & Steers Capital Management
Norges Bank Investment Management
Wellington Management Company
FMR
Geode Capital Management
Capital World Investors
Principal Financial Group
Actiam
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Northern Trust
Charles Schwab Investment Management

View all funds holding Welltower Inc Com reit