Welltower Inc Com reit shares owned by Asset Planning
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Asset Planning
from 13F filings
Historical chart of Asset Planning investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 20k | 178.14 |
| 2025-06-30 | $3.1M | 20k | 153.73 |
| 2025-03-31 | $3.1M | 20k | 153.21 |
| 2024-12-31 | $2.6M | 21k | 126.03 |