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Welltower Inc Com reit shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Welltower Inc Com reit by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $35k 195 178.14
2025-06-30 $28k 185 153.73
2025-03-31 $28k 185 153.21

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View all positions for Smallwood Wealth Investment Management

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