Welltower Inc Com reit shares owned by AA Financial Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by AA Financial Advisors
from 13F filings
Historical chart of AA Financial Advisors investment in Welltower Inc Com reit
Tip: Access up to 7 years of quarterly data
All positions including Welltower Inc Com reit held by AA Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Welltower Inc Com reit by AA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $632k | 3.5k | 178.14 |
| 2025-06-30 | $551k | 3.6k | 153.73 |
| 2025-03-31 | $549k | 3.6k | 153.21 |
| 2024-12-31 | $305k | 2.4k | 126.03 |
| 2024-09-30 | $310k | 2.4k | 128.03 |
| 2024-06-30 | $247k | 2.4k | 104.25 |