Trilogy Capital »

Welltower Inc Com reit shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Welltower Inc Com reit by Trilogy Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $222k 977 226.85
2018-09-30 $9.0k 142 63.38

More positions owned by Trilogy Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Core S&p500 Etf (IVV)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Emgring Mkts (EMMF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr State Street Fin (XLF)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Select Sector Spdr Tr State Street Con (XLY)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

View all positions for Trilogy Capital

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