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Welltower Inc Com reit shares owned by Brass Tax Wealth Management

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Brass Tax Wealth Management from 13F filings

Historical chart of Brass Tax Wealth Management investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Brass Tax Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $546k 5.2k 104.26

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Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Capital Research and Management Company - Division 3
State Street Corporation
Wellington Management Company
Bank of America Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Principal Financial Group
Legal & General Group
Dimensional Fund Advisors
Invesco
Ubs Global Asset Management Americas

View all funds holding Welltower Inc Com reit