Merit Financial Group »

Welltower Inc Com reit shares owned by Merit Financial Group

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Merit Financial Group 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 30k 95.81
2023-12-31 $321k 3.6k 90.18
2023-09-30 $288k 3.5k 81.92
2023-06-30 $222k 2.7k 80.88

More positions owned by Merit Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
United Parcel Service CL B (UPS)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Merit Financial Group

Top funds holding Welltower Inc Com reit

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Bank of America Corporation
Wellington Management Company
Geode Capital Management
Principal Financial Group
FMR
Legal & General Group
Daiwa Securities Group
Dimensional Fund Advisors
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Welltower Inc Com reit