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Welltower Inc Com reit shares owned by Monticello Wealth Management

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

Historical chart of Monticello 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 Monticello 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $237k 1.0k 226.97

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Top funds holding Welltower Inc Com reit

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Capital Research and Management Company - Division 3
Cohen & Steers Capital Management
Bank of America Corporation
FMR
Norges Bank Investment Management
Geode Capital Management
T. Rowe Price Associates
Wellington Management Company
Capital World Investors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Principal Financial Group

View all funds holding Welltower Inc Com reit