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Welltower Inc Com reit shares owned by WESPAC Advisors SoCal

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by WESPAC Advisors SoCal from 13F filings

Historical chart of WESPAC Advisors SoCal investment in Welltower Inc Com reit

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

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Quarterly reported holdings in Welltower Inc Com reit by WESPAC Advisors SoCal

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.4M 53k 178.14
2025-06-30 $8.3M 54k 153.73
2025-03-31 $8.3M 54k 153.21
2024-12-31 $4.1M 32k 126.03
2024-09-30 $3.0M 24k 128.03

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Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Cohen & Steers Capital Management
Wellington Management Company
FMR
Geode Capital Management
Principal Financial Group
Northern Trust
Morgan Stanley
Charles Schwab Investment Management
Jpmorgan Chase & Co
Dimensional Fund Advisors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Welltower Inc Com reit