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Welltower Inc Com reit shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & Wealth 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 Spartan Planning & Wealth 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 Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $62k 692 90.17
2023-09-30 $194k 2.4k 81.92

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Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Capital Research and Management Company - Division 3
State Street Corporation
Wellington Management Company
Bank of America Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Principal Financial Group
Legal & General Group
Dimensional Fund Advisors
Invesco
Ubs Global Asset Management Americas

View all funds holding Welltower Inc Com reit