Welltower Inc Com reit shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.0k | 100 | 90.17 |
| 2023-09-30 | $8.2k | 100 | 81.92 |
| 2023-06-30 | $19k | 230 | 80.89 |
| 2023-03-31 | $17k | 230 | 71.69 |
| 2022-12-31 | $15k | 230 | 65.55 |
| 2022-09-30 | $15k | 230 | 65.22 |
| 2022-06-30 | $19k | 230 | 82.61 |
| 2022-03-31 | $22k | 230 | 95.65 |
| 2021-12-31 | $20k | 230 | 86.96 |
| 2021-09-30 | $19k | 230 | 82.61 |
| 2021-06-30 | $19k | 230 | 82.61 |
| 2021-03-31 | $16k | 230 | 69.57 |
| 2020-12-31 | $15k | 230 | 65.22 |
| 2020-09-30 | $6.0k | 100 | 60.00 |
| 2020-06-30 | $12k | 230 | 52.17 |
| 2020-03-31 | $11k | 230 | 47.83 |
| 2019-12-31 | $19k | 230 | 82.61 |
| 2019-09-30 | $21k | 230 | 91.30 |
| 2019-06-30 | $8.0k | 100 | 80.00 |
| 2019-03-31 | $8.0k | 100 | 80.00 |
| 2018-12-31 | $7.0k | 100 | 70.00 |
| 2018-09-30 | $6.0k | 100 | 60.00 |
| 2018-06-30 | $6.0k | 100 | 60.00 |
| 2018-03-31 | $5.0k | 100 | 50.00 |
| 2017-12-31 | $6.0k | 100 | 60.00 |
| 2017-09-30 | $7.0k | 100 | 70.00 |
| 2017-06-30 | $7.0k | 100 | 70.00 |
| 2017-03-31 | $7.0k | 101 | 69.31 |
| 2016-12-31 | $7.0k | 100 | 70.00 |
| 2016-09-30 | $7.0k | 100 | 70.00 |
| 2016-06-30 | $8.0k | 100 | 80.00 |
| 2016-03-31 | $7.0k | 100 | 70.00 |
| 2015-12-31 | $7.0k | 100 | 70.00 |
| 2015-09-30 | $7.0k | 100 | 70.00 |
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