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Kohmann Bosshard Financial Services »

Welltower Inc Com reit shares owned by Kohmann Bosshard Financial Services

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Kohmann Bosshard Financial Services from 13F filings

Historical chart of Kohmann Bosshard Financial Services investment in Welltower Inc Com reit

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All positions including Welltower Inc Com reit held by Kohmann Bosshard Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Kohmann Bosshard Financial Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$271k	1.5k	178.14
2025-06-30	$234k	1.5k	153.73
2025-03-31	$233k	1.5k	153.21
2024-12-31	$192k	1.5k	126.03

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Schwab Us Large Cap Etf Uie (SCHX)

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Schwab Us Aggregate Bondetf Uie (SCHZ)

Schwab Us Small Cap Etf Uie (SCHA)

Vanguard Dividend Appreciation Etf Uie (VIG)

Schwab Us Tips Etf Uie (SCHP)

Ishares 0-3 Month Treasury Bond Etf Uie (SGOV)

Schwab Us Dividend Equity Etf Uie (SCHD)

Vanguard Growth Etf Uie (VUG)

Vanguard Real Estate Etf Uie (VNQ)

Spdr Portfolio High Yield Bnd Etf Uie (SPHY)

Vanguard Small Cap Etf Uie (VB)

Ishares Core High Dividend Etf Uie (HDV)

Vanguard S&p 500 Etf Uie (VOO)

View all positions for Kohmann Bosshard Financial Services

Top funds holding Welltower Inc Com reit

Capital Research and Management Company - Division 3

State Street Corporation

Cohen & Steers Capital Management

Wellington Management Company

Geode Capital Management

Principal Financial Group

Charles Schwab Investment Management

Jpmorgan Chase & Co

Dimensional Fund Advisors

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Welltower Inc Com reit

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