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Welltower Inc Com reit shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Welltower Inc Com reit by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $60k 303 197.71

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Top funds holding Welltower Inc Com reit

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

View all funds holding Welltower Inc Com reit