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Welltower Inc Com reit shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Welltower Inc Com reit

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Quarterly reported holdings in Welltower Inc Com reit by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $19k 200 93.44
2023-12-31 $18k 200 90.17
2023-09-30 $16k 200 81.92
2023-06-30 $16k 200 80.89
2023-03-31 $14k 200 71.69

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Top funds holding Welltower Inc Com reit

Vanguard Group
Norges Bank Investment Management
Wellington Management Company
Bank of America Corporation
Principal Financial Group
Legal & General Group
Daiwa Securities Group
Dimensional Fund Advisors
T. Rowe Price Associates
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Deutsche Bank Aktiengesellschaft
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of New York Mellon

View all funds holding Welltower Inc Com reit