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Welltower Inc Com reit shares owned by Safe Harbor Family Capital

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

Historical chart of Safe Harbor Family Capital investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Welltower Inc Com reit by Safe Harbor Family Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $374k 2.0k 185.61

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Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Fundamental Us L (FNDX)
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Ishares Tr Russell 3000 Etf (IWV)

View all positions for Safe Harbor Family Capital

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Cohen & Steers Capital Management
Wellington Management Company
FMR
Geode Capital Management
Principal Financial Group
Northern Trust
Charles Schwab Investment Management
Jpmorgan Chase & Co
Dimensional Fund Advisors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Invesco

View all funds holding Welltower Inc Com reit