Welltower Inc Com reit shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $324k | 2.5k | 128.03 |
| 2024-06-30 | $256k | 2.5k | 104.25 |
| 2024-03-31 | $300k | 3.2k | 93.45 |
| 2023-12-31 | $255k | 2.8k | 90.17 |
| 2023-09-30 | $302k | 3.7k | 81.92 |
| 2023-06-30 | $221k | 2.7k | 80.89 |
| 2022-06-30 | $251k | 3.0k | 82.43 |
| 2022-03-31 | $285k | 3.0k | 96.12 |
| 2021-12-31 | $427k | 5.0k | 85.81 |
| 2021-09-30 | $411k | 5.0k | 82.43 |
| 2021-06-30 | $423k | 5.1k | 83.01 |
| 2021-03-31 | $425k | 5.9k | 71.57 |
| 2020-12-31 | $223k | 3.5k | 64.54 |
| 2020-09-30 | $202k | 3.7k | 54.98 |
| 2019-12-31 | $284k | 3.5k | 81.77 |
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