Welltower Inc Com reit shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $481k | 3.8k | 128.03 |
| 2024-06-30 | $274k | 2.6k | 104.25 |
| 2024-03-31 | $247k | 2.6k | 93.44 |
| 2023-12-31 | $257k | 2.8k | 90.17 |
| 2023-09-30 | $285k | 3.5k | 81.92 |
| 2023-06-30 | $230k | 2.8k | 80.89 |