Legacy CG »

Welltower Inc Com reit shares owned by Legacy CG

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

Historical chart of Legacy CG investment in Welltower Inc Com reit

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 293.92M3.93M3.94M3.95M30.85k30.9k30.95k31k31.05k
Value ($)Share countHistorical WELL position of Legacy CG Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Welltower Inc Com reit by Legacy CG

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.9M 31k 126.03
2024-09-30 $3.9M 31k 128.03

More positions owned by Legacy CG

Principal Exchange Traded Us Mega Cp Etf (USMC)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Innovator Etfs Trust Equity Def Pro 2 (AOCT)
First Tr Exchange-traded Buywrit Incm Etf (FTHI)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Doubleline Etf Trust Mortgage Etf (DMBS)
Principal Exchange Traded Prin U S Small (PSC)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ea Series Trust Argent Mid Cap (AMID)
Amazon (AMZN)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)

View all positions for Legacy CG

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Capital Research and Management Company - Division 3
State Street Corporation
Norges Bank Investment Management
Bank of America Corporation
Wellington Management Company
FMR
Geode Capital Management
Principal Financial Group
Jpmorgan Chase & Co
Northern Trust
Ubs Global Asset Management Americas
Dimensional Fund Advisors

View all funds holding Welltower Inc Com reit