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Welltower Inc Com reit shares owned by Appleton Partners

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Appleton Partners from 13F filings

Historical chart of Appleton Partners investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Appleton Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Appleton Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 25k 90.17
2023-09-30 $2.0M 24k 81.91
2023-06-30 $1.8M 22k 80.89
2023-03-31 $656k 9.1k 71.71
2022-12-31 $537k 8.2k 65.54
2017-06-30 $204k 2.7k 74.86
2016-09-30 $204k 2.7k 74.86
2016-06-30 $208k 2.7k 76.33
2015-12-31 $201k 3.0k 68.14