Welltower Inc Com reit shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Welltower Inc Com reit
Tip: Access up to 7 years of quarterly data
All positions including Welltower Inc Com reit held by Avitas Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Welltower Inc Com reit by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.1M | 24k | 126.03 |
| 2024-09-30 | $3.1M | 24k | 128.03 |
| 2024-06-30 | $2.5M | 24k | 104.25 |
| 2024-03-31 | $2.2M | 24k | 93.44 |
| 2023-12-31 | $2.1M | 24k | 90.17 |
| 2023-09-30 | $1.9M | 23k | 81.92 |
| 2023-06-30 | $1.9M | 23k | 80.89 |
| 2023-03-31 | $1.6M | 23k | 71.69 |
| 2022-12-31 | $1.5M | 23k | 65.55 |