Fourth Dimension Wealth »

Welltower Inc Com reit shares owned by Fourth Dimension Wealth

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

Historical chart of Fourth Dimension Wealth investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Fourth Dimension Wealth 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 Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $329k 1.8k 185.63
2025-09-30 $314k 1.8k 178.14
2025-06-30 $270k 1.8k 153.70
2025-03-31 $17k 111 153.21
2024-12-31 $14k 111 126.03

More positions owned by Fourth Dimension Wealth

Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPTM)
State Street MF Closed and MF Open (XLK)
Janus Henderson MF Closed and MF Open (JMBS)
Nvidia Corp Common Stock (NVDA)
State Street MF Closed and MF Open (SPTI)
Spdr Dow MF Closed and MF Open (DIA)
Vanguard Growth MF Closed and MF Open (VUG)
Amazon Common Stock (AMZN)
Spdr Developed MF Closed and MF Open (SPDW)
Goldman Sachs MF Closed and MF Open (GSLC)
State Street MF Closed and MF Open (SPTS)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLF)
State Street MF Closed and MF Open (XLV)

View all positions for Fourth Dimension Wealth

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