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Welltower Inc Com reit shares owned by Legacy Financial Independent Advisors

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

Historical chart of Legacy Financial Independent Advisors investment in Welltower Inc Com reit

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

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Quarterly reported holdings in Welltower Inc Com reit by Legacy Financial Independent Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$227k	1.0k	226.97

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Top funds holding Welltower Inc Com reit

BlackRock

Vanguard Capital Management

Vanguard Portfolio Management

Capital Research and Management Company - Division 3

Cohen & Steers Capital Management

Bank of America Corporation

FMR

Norges Bank Investment Management

Geode Capital Management

Wellington Management Company

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

Principal Financial Group

Charles Schwab Investment Management

Sixth Street Partners Management Company

Northern Trust

View all funds holding Welltower Inc Com reit

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