Morton Brown Family Wealth »

Welltower Inc Com reit shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family Wealth investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Morton Brown Family Wealth 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 Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1k 5 227.00
2022-06-30 $999 12 83.33

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Avantis International Small Cap Value Etf Etf (AVDV)
Ishares National Muni Bond Etf Etf (MUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
State Street Spdr S&p 500 Etf Etf (SPY)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

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