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Welltower Inc Com reit shares owned by First Pacific Financial

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

Historical chart of First Pacific Financial investment in Welltower Inc Com reit

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

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Quarterly reported holdings in Welltower Inc Com reit by First Pacific Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 33k 178.14
2025-06-30 $3.9M 25k 153.73
2025-03-31 $7.5k 49 153.22

More positions owned by First Pacific Financial

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust World Equity Etf (DFAW)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Ishares Tr Msci Eafe Etf (EFA)
Schwab Strategic Tr Fundamental Us S (FNDA)
Nushares Etf Tr Nuveen Esg Us (NUBD)
Spdr Index Shs Fds Asia Pacif Etf (GMF)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)
Matthews Intl Fds Emerging Markets (EMSF)
Ishares Tr S&p 100 Etf (OEF)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Microsoft Corporation (MSFT)

View all positions for First Pacific Financial

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