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Welltower Inc Com reit shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Roehl & Yi Investment 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $539k 2.7k 197.71
2025-09-30 $302k 1.7k 178.14
2025-06-30 $257k 1.7k 153.73
2025-03-31 $256k 1.7k 153.21
2024-12-31 $201k 1.6k 126.03

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Top funds holding Welltower Inc Com reit

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

View all funds holding Welltower Inc Com reit