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Welltower Inc Com reit shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel 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 Excel 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 Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 950 226.97

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Top funds holding Welltower Inc Com reit

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Cohen & Steers Capital Management
Capital Research and Management Company - Division 3
FMR
Bank of America Corporation
Geode Capital Management
Wellington Management Company
Capital World Investors
Principal Financial Group
Morgan Stanley
Northern Trust
Charles Schwab Investment Management

View all funds holding Welltower Inc Com reit