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Welltower Inc Com reit shares owned by Greenwood Capital Associates

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Greenwood Capital Associates from 13F filings

Historical chart of Greenwood Capital Associates investment in Welltower Inc Com reit

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

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Quarterly reported holdings in Welltower Inc Com reit by Greenwood Capital Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $316k 1.6k 197.71

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Microsoft Corporation (MSFT)
Amazon (AMZN)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Msci Emrg Chn (EMXC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Intrm Gov Cr Etf (GVI)
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Ishares Tr Core Msci Pac (IPAC)
Ishares Tr Core Msci Total (IXUS)
International Business Machines (IBM)
Johnson & Johnson (JNJ)

View all positions for Greenwood Capital Associates

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