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Welltower Inc Com reit shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Welltower Inc Com reit

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

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Quarterly reported holdings in Welltower Inc Com reit by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $276k 1.5k 185.56

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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