Welltower Inc Com reit shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $321k | 1.9k | 169.32 |
| 2025-06-30 | $267k | 1.8k | 152.72 |
| 2025-03-31 | $249k | 1.7k | 142.64 |
| 2024-12-31 | $212k | 1.7k | 124.80 |
| 2024-09-30 | $211k | 1.6k | 129.29 |
| 2022-12-31 | $149k | 2.2k | 68.99 |
| 2022-06-30 | $307k | 3.7k | 82.37 |
| 2022-03-31 | $369k | 3.8k | 96.24 |
| 2021-12-31 | $348k | 4.1k | 85.63 |
| 2021-09-30 | $332k | 4.0k | 82.53 |
| 2021-06-30 | $313k | 3.8k | 83.07 |
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