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Welltower Inc Com reit shares owned by RFG - Bristol Wealth Advisors

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

Historical chart of RFG - Bristol Wealth Advisors investment in Welltower Inc Com reit

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All positions including Welltower Inc Com reit held by RFG - Bristol 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 RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 8.4k 178.14
2025-06-30 $1.4M 9.3k 153.73
2025-03-31 $1.5M 9.5k 153.22
2024-12-31 $1.2M 9.7k 126.03

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View all positions for RFG - Bristol Wealth Advisors

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Cohen & Steers Capital Management
Wellington Management Company
FMR
Geode Capital Management
Principal Financial Group
Northern Trust
Morgan Stanley
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