Welltower Inc Com reit shares owned by AGH Wealth Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by AGH Wealth Advisors
from 13F filings
Historical chart of AGH Wealth 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 AGH Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Welltower Inc Com reit by AGH Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $409k | 2.3k | 178.14 |
| 2025-06-30 | $347k | 2.3k | 153.73 |
| 2025-03-31 | $345k | 2.3k | 153.21 |
| 2024-12-31 | $256k | 2.0k | 126.02 |