Welltower Inc Com reit shares owned by Beacon Financial
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $223k | 1.3k | 178.14 |
| 2018-09-30 | $285k | 4.4k | 64.38 |
| 2018-06-30 | $303k | 4.8k | 62.77 |
| 2018-03-31 | $290k | 5.3k | 54.44 |
| 2016-09-30 | $5.3M | 70k | 75.81 |
| 2016-06-30 | $5.2M | 70k | 75.53 |
| 2016-03-31 | $4.8M | 70k | 68.87 |
| 2015-12-31 | $7.5M | 110k | 68.31 |