Welltower Inc Com reit shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $240k | 1.9k | 128.03 |
| 2022-06-30 | $274k | 3.3k | 82.28 |
| 2022-03-31 | $320k | 3.3k | 96.10 |
| 2021-12-31 | $360k | 4.2k | 85.67 |
| 2021-09-30 | $350k | 4.2k | 82.41 |
| 2021-06-30 | $350k | 4.2k | 83.08 |
| 2021-03-31 | $274k | 3.8k | 71.54 |
| 2020-12-31 | $247k | 3.8k | 64.49 |
| 2020-09-30 | $255k | 4.7k | 53.76 |
| 2020-06-30 | $253k | 4.9k | 51.82 |
| 2020-03-31 | $238k | 5.2k | 45.87 |
| 2019-12-31 | $445k | 5.4k | 81.86 |
| 2019-09-30 | $492k | 5.4k | 90.61 |
| 2019-06-30 | $442k | 5.4k | 81.47 |
| 2018-12-31 | $386k | 5.6k | 69.37 |