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Welltower Inc Com reit shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Welltower Inc Com reit by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4k 6 227.00
2025-03-31 $1.5k 10 153.20
2022-03-31 $1.0k 10 100.00
2021-06-30 $451k 5.4k 83.03
2021-03-31 $754k 11k 71.66
2020-12-31 $310k 4.8k 64.72

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Top funds holding Welltower Inc Com reit

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

View all funds holding Welltower Inc Com reit