Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Summit Wealth Group Llc / Co »

Welltower Inc Com reit shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Welltower Inc Com reit by Summit Wealth Group Llc / Co

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$210k	923	227.01

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Qim Us Large Cap (SEIM)

Sei Exchange Traded Funds Qim Us Large Val (SEIV)

Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)

Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ)

Sei Exchange Traded Funds Sele Smal Ca Etf (SEIS)

Sei Exchange Traded Funds Select Emerging (SEEM)

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Ishares Tr Rus 1000 Grw Etf (IWF)

Ishares Tr Rus 1000 Val Etf (IWD)

NVIDIA Corporation (NVDA)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Vanguard Index Fds Growth Etf (VUG)

Dimensional Etf Trust Us High Prof Etf (DUHP)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Welltower Inc Com reit

Vanguard Capital Management

Vanguard Portfolio Management

State Street Corporation

Capital Research and Management Company - Division 3

Cohen & Steers Capital Management

Bank of America Corporation

Norges Bank Investment Management

Geode Capital Management

T. Rowe Price Associates

Wellington Management Company

Capital World Investors

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

Principal Financial Group

View all funds holding Welltower Inc Com reit

© 2026 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z