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Souders Financial Advisors »

Welltower Inc Com reit shares owned by Souders Financial Advisors

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

Historical chart of Souders Financial 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 Souders Financial 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 Souders Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$509k	2.9k	178.16
2025-06-30	$411k	2.7k	153.75
2025-03-31	$321k	2.1k	153.23

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Schwab Strategic Tr Us Dividend Eq (SCHD)

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View all positions for Souders Financial Advisors

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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