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Welltower Inc Com reit shares owned by Journey Strategic Wealth

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

Historical chart of Journey Strategic Wealth investment in Welltower Inc Com reit

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All positions including Welltower Inc Com reit held by Journey Strategic 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 Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $861k 4.4k 198.03
2025-12-31 $566k 3.0k 185.80
2025-09-30 $560k 3.1k 178.13
2025-06-30 $371k 2.4k 153.73

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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