LongView Wealth Management »

Welltower Inc Com reit shares owned by LongView Wealth Management

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

Historical chart of LongView 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 LongView Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Welltower Inc Com reit by LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $659k 5.1k 128.02
2024-06-30 $548k 5.3k 104.25
2024-03-31 $478k 5.1k 93.44
2023-12-31 $449k 5.0k 89.60

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Home Depot (HD)
Apple (AAPL)
Ishares Tr Morningstar Grwt (ILCG)
Genuine Parts Company (GPC)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for LongView Wealth Management

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
BlackRock
Cohen & Steers Capital Management
Capital Research and Management Company - Division 3
State Street Corporation
Bank of America Corporation
Geode Capital Management
Jpmorgan Chase & Co
Principal Financial Group
Dimensional Fund Advisors
Invesco
Morgan Stanley
Daiwa Securities Group
T. Rowe Price Associates

View all funds holding Welltower Inc Com reit