Welltower Inc Com reit shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $638k | 7.1k | 90.18 |
| 2023-09-30 | $839k | 10k | 81.92 |
| 2023-06-30 | $858k | 11k | 80.89 |
| 2023-03-31 | $909k | 13k | 71.69 |
| 2022-12-31 | $831k | 13k | 65.55 |
| 2022-09-30 | $858k | 13k | 64.35 |
| 2022-06-30 | $1.2M | 15k | 82.37 |
| 2022-03-31 | $1.5M | 16k | 96.12 |
| 2021-12-31 | $1.5M | 17k | 85.78 |
| 2021-09-30 | $1.0M | 12k | 82.36 |
| 2021-06-30 | $1.0M | 12k | 83.05 |
| 2021-03-31 | $250k | 3.5k | 71.55 |
| 2020-12-31 | $198k | 3.1k | 64.58 |
| 2020-09-30 | $702k | 13k | 54.28 |
| 2020-06-30 | $610k | 12k | 49.94 |
| 2020-03-31 | $175k | 3.8k | 45.78 |
| 2019-12-31 | $334k | 3.8k | 87.71 |