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Welltower Inc Com reit shares owned by Family Wealth Partners

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

Historical chart of Family Wealth Partners investment in Welltower Inc Com reit

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

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Quarterly reported holdings in Welltower Inc Com reit by Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $662k 3.6k 185.61
2025-09-30 $635k 3.6k 178.15
2025-06-30 $324k 2.1k 153.73

More positions owned by Family Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
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American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Family Wealth Partners

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Cohen & Steers Capital Management
Norges Bank Investment Management
Wellington Management Company
FMR
Geode Capital Management
Capital World Investors
Principal Financial Group
Actiam
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Northern Trust
Charles Schwab Investment Management

View all funds holding Welltower Inc Com reit