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Welltower Inc Com reit shares owned by Planning Strategies

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Planning Strategies from 13F filings

Historical chart of Planning Strategies investment in Welltower Inc Com reit

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

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Quarterly reported holdings in Welltower Inc Com reit by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $55k 241 226.97

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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
T. Rowe Price Associates
Wellington Management Company
Capital World Investors
Principal Financial Group
Morgan Stanley
Northern Trust

View all funds holding Welltower Inc Com reit