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MorganRosel Wealth Management »

Welltower Inc Com reit shares owned by MorganRosel Wealth Management

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

Historical chart of MorganRosel Wealth Management investment in Welltower Inc Com reit

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All positions including Welltower Inc Com reit held by MorganRosel 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 MorganRosel Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-06-30	$20k	130	153.73
2025-03-31	$20k	130	153.21

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Top funds holding Welltower Inc Com reit

Capital Research and Management Company - Division 3

State Street Corporation

Cohen & Steers Capital Management

Wellington Management Company

Geode Capital Management

Principal Financial Group

Charles Schwab Investment Management

Jpmorgan Chase & Co

Dimensional Fund Advisors

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Welltower Inc Com reit

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