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Welltower Inc Com reit shares owned by Symphony Financial

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

Historical chart of Symphony Financial investment in Welltower Inc Com reit

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

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Quarterly reported holdings in Welltower Inc Com reit by Symphony Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $270k 1.2k 227.12
2020-12-31 $541k 8.8k 61.63
2020-09-30 $551k 10k 55.05
2020-06-30 $507k 9.8k 51.74

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View all positions for Symphony Financial

Top funds holding Welltower Inc Com reit

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Capital Research and Management Company - Division 3
Cohen & Steers Capital Management
Bank of America Corporation
FMR
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