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Welltower Inc Com reit shares owned by Copia Wealth Management

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

Historical chart of Copia 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 Copia 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 Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $59k 333 178.14
2025-06-30 $51k 333 153.73

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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
Morgan Stanley
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