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Welltower Inc Com reit shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Welltower Inc Com reit

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

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Quarterly reported holdings in Welltower Inc Com reit by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 6.2k 178.14
2025-06-30 $1.0M 6.8k 152.50
2025-03-31 $5.6M 37k 151.47
2024-12-31 $5.4M 42k 127.57

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Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Cohen & Steers Capital Management
Wellington Management Company
FMR
Geode Capital Management
Principal Financial Group
Northern Trust
Charles Schwab Investment Management
Jpmorgan Chase & Co
Dimensional Fund Advisors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Invesco

View all funds holding Welltower Inc Com reit