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Welltower Inc Com reit shares owned by Sunrise Financial Services

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

Historical chart of Sunrise Financial Services investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Sunrise Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Sunrise Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $20k 100 197.71

More positions owned by Sunrise Financial Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Harbor Etf Trust Harbor Commodity (HGER)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ea Series Trust Freedom 100 Em (FRDM)
RBB Us Treasry 12 Mt (OBIL)
The Alger Etf Trust Ai Enablers Adop (ALAI)
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)

View all positions for Sunrise Financial Services

Top funds holding Welltower Inc Com reit

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

View all funds holding Welltower Inc Com reit