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Welltower Inc Com reit shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Welltower Inc Com reit by Principia Wealth Advisory

Quarter filed	Position value	Share count	Share price at filing
2025-06-30	$4.5k	29	153.72
2025-03-31	$4.4k	31	141.48
2024-12-31	$1.9k	15	126.00

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Top funds holding Welltower Inc Com reit

Capital Research and Management Company - Division 3

State Street Corporation

Cohen & Steers Capital Management

Wellington Management Company

Geode Capital Management

Principal Financial Group

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

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