Welltower Inc Com reit shares owned by Beacon Financial Planning
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Beacon Financial Planning
from 13F filings
Historical chart of Beacon Financial Planning investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Beacon Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 28k | 178.14 |
| 2025-06-30 | $4.2M | 27k | 153.73 |
| 2025-03-31 | $4.3M | 28k | 153.21 |
| 2024-12-31 | $3.3M | 26k | 126.03 |
| 2024-09-30 | $1.7M | 13k | 128.03 |
| 2024-06-30 | $242k | 2.3k | 104.27 |