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Welltower Inc Com reit shares owned by Intergy Private Wealth

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

Historical chart of Intergy Private 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 Intergy Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $211k 930 226.97

More positions owned by Intergy Private Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Esg Awr Msci Em (ESGE)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Intergy Private Wealth

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