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
Tip: Access up to 7 years of quarterly data
All positions including Welltower Inc Com reit held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $257k | 2.8k | 90.17 |
2023-09-30 | $285k | 3.5k | 81.92 |
2023-06-30 | $230k | 2.8k | 80.89 |