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Welltower Inc Com reit shares owned by Phillips Wealth Planners

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

Historical chart of Phillips Wealth Planners investment in Welltower Inc Com reit

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Quarterly reported holdings in Welltower Inc Com reit by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 1.5k 174.14
2025-06-30 $231k 1.5k 151.76
2025-03-31 $221k 1.6k 142.67

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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
Morgan Stanley
Charles Schwab Investment Management
Jpmorgan Chase & Co
Dimensional Fund Advisors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Welltower Inc Com reit