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Welltower Inc Com reit shares owned by West Branch Capital

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

Historical chart of West Branch Capital investment in Welltower Inc Com reit

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

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Quarterly reported holdings in Welltower Inc Com reit by West Branch Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $23k 100 226.97

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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
Wellington Management Company
Capital World Investors
Principal Financial Group
Morgan Stanley
Northern Trust
Charles Schwab Investment Management

View all funds holding Welltower Inc Com reit