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Welltower Inc Com reit shares owned by Regent Peak Wealth Advisors

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

Historical chart of Regent Peak Wealth Advisors investment in Welltower Inc Com reit

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All positions including Welltower Inc Com reit held by Regent Peak 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 Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $201k 1.6k 126.03
2024-09-30 $204k 1.6k 128.03
2020-12-31 $9.0k 146 61.64

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Top funds holding Welltower Inc Com reit

BlackRock
Capital Research and Management Company - Division 3
Bank of America Corporation
Geode Capital Management
Jpmorgan Chase & Co
Principal Financial Group
Dimensional Fund Advisors
Invesco
Daiwa Securities Group
T. Rowe Price Associates
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Charles Schwab Investment Management
Northern Trust
Centersquare Investment Management
Deutsche Bank Aktiengesellschaft

View all funds holding Welltower Inc Com reit