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Welltower Inc Com reit shares owned by Portfolio Resources Advisor Group

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Portfolio Resources Advisor Group from 13F filings

Historical chart of Portfolio Resources Advisor Group investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Portfolio Resources Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Portfolio Resources Advisor Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $441k 2.2k 197.71

More positions owned by Portfolio Resources Advisor Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Portfolio Resources Advisor Group

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Cohen & Steers Capital Management
Norges Bank Investment Management
FMR
Wellington Management Company
Geode Capital Management
Capital World Investors
Principal Financial Group
Actiam
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Northern Trust
Charles Schwab Investment Management

View all funds holding Welltower Inc Com reit