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Welltower Inc Com reit shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital Wealth Advisors investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Pacific Capital Wealth 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 Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $15k 115 126.03
2024-09-30 $15k 115 128.03
2024-06-30 $12k 115 104.25

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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