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Retirement Planning Group, Llc / Ny »

Welltower Inc Com reit shares owned by Retirement Planning Group, Llc / Ny

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Retirement Planning Group, Llc / Ny from 13F filings

Historical chart of Retirement Planning Group, Llc / Ny investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Retirement Planning Group, Llc / Ny consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Retirement Planning Group, Llc / Ny

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$441k	2.5k	178.14
2025-06-30	$381k	2.5k	153.73
2025-03-31	$379k	2.5k	153.21
2024-12-31	$312k	2.5k	126.03

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Select Sector Spdr Tr Energy (XLE)

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View all positions for Retirement Planning Group, Llc / Ny

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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