Welltower Inc Com reit shares owned by Assetmark
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Assetmark
from 13F filings
Historical chart of Assetmark investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Assetmark
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $37M | 163k | 226.97 |
| 2026-03-31 | $29M | 145k | 197.71 |
| 2025-12-31 | $24M | 131k | 185.61 |
| 2025-09-30 | $22M | 126k | 178.14 |
| 2025-06-30 | $18M | 115k | 153.73 |
| 2025-03-31 | $17M | 108k | 153.21 |
| 2024-12-31 | $1.4M | 11k | 126.04 |
| 2024-09-30 | $730k | 5.7k | 128.04 |
| 2024-06-30 | $226k | 2.2k | 104.27 |
| 2024-03-31 | $174k | 1.9k | 93.44 |
| 2023-12-31 | $162k | 1.8k | 90.17 |
| 2023-03-31 | $502 | 7 | 71.71 |
| 2022-03-31 | $999 | 9 | 111.11 |
| 2021-12-31 | $211k | 2.5k | 85.67 |
| 2021-09-30 | $343k | 4.2k | 82.51 |
| 2021-06-30 | $319k | 3.8k | 83.01 |
| 2021-03-31 | $252k | 3.5k | 71.57 |
| 2020-12-31 | $224k | 3.5k | 64.65 |
| 2020-09-30 | $190k | 3.4k | 55.10 |
| 2020-06-30 | $171k | 3.3k | 51.71 |
| 2020-03-31 | $130k | 2.8k | 45.82 |
| 2019-12-31 | $47k | 573 | 82.02 |
| 2019-09-30 | $172k | 1.9k | 90.91 |
| 2019-06-30 | $141k | 1.7k | 81.64 |
| 2019-03-31 | $12k | 154 | 77.92 |
| 2018-12-31 | $21k | 303 | 69.31 |
| 2018-09-30 | $47k | 733 | 64.12 |
| 2018-06-30 | $44k | 695 | 63.31 |
| 2018-03-31 | $147k | 2.7k | 54.32 |
| 2017-12-31 | $49k | 769 | 63.72 |
| 2017-09-30 | $48k | 681 | 70.48 |
| 2017-06-30 | $82k | 1.1k | 74.95 |
| 2017-03-31 | $1.1M | 15k | 70.80 |
| 2016-12-31 | $1.0M | 16k | 66.91 |
| 2016-09-30 | $1.4M | 19k | 74.75 |
| 2016-06-30 | $5.0M | 66k | 76.17 |
| 2016-03-31 | $4.5M | 65k | 69.34 |
| 2015-12-31 | $4.7M | 70k | 68.03 |
| 2015-09-30 | $2.6M | 38k | 67.71 |