Welltower Inc Com reit shares owned by Appleton Partners
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 90k | 178.14 |
| 2025-06-30 | $14M | 89k | 153.73 |
| 2025-03-31 | $13M | 82k | 153.22 |
| 2024-12-31 | $3.3M | 26k | 126.04 |
| 2024-09-30 | $3.3M | 26k | 128.02 |
| 2024-06-30 | $2.7M | 26k | 104.26 |
| 2024-03-31 | $2.5M | 26k | 93.43 |
| 2023-12-31 | $2.2M | 25k | 90.17 |
| 2023-09-30 | $2.0M | 24k | 81.91 |
| 2023-06-30 | $1.8M | 22k | 80.89 |
| 2023-03-31 | $656k | 9.1k | 71.71 |
| 2022-12-31 | $537k | 8.2k | 65.54 |
| 2017-06-30 | $204k | 2.7k | 74.86 |
| 2016-09-30 | $204k | 2.7k | 74.86 |
| 2016-06-30 | $208k | 2.7k | 76.33 |
| 2015-12-31 | $201k | 3.0k | 68.14 |