Welltower Inc Com reit shares owned by Bogart Wealth
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $279k | 1.6k | 178.14 |
| 2025-06-30 | $239k | 1.6k | 153.73 |
| 2025-03-31 | $234k | 1.5k | 153.21 |
| 2024-12-31 | $191k | 1.5k | 126.03 |
| 2024-09-30 | $195k | 1.5k | 128.03 |
| 2024-06-30 | $158k | 1.5k | 104.25 |
| 2024-03-31 | $316k | 3.4k | 93.44 |
| 2023-12-31 | $305k | 3.4k | 90.17 |
| 2023-09-30 | $277k | 3.4k | 81.92 |
| 2023-06-30 | $274k | 3.4k | 80.89 |
| 2023-03-31 | $243k | 3.4k | 71.69 |
| 2022-12-31 | $222k | 3.4k | 65.55 |
| 2022-09-30 | $218k | 3.4k | 64.42 |
| 2022-06-30 | $282k | 3.4k | 82.36 |
| 2022-03-31 | $339k | 3.5k | 96.20 |
| 2021-12-31 | $188k | 2.2k | 85.92 |
| 2021-09-30 | $180k | 2.2k | 82.27 |
| 2021-06-30 | $201k | 2.4k | 83.30 |
| 2021-03-31 | $175k | 2.4k | 71.66 |
| 2020-12-31 | $71k | 1.1k | 64.20 |
| 2020-09-30 | $36k | 660 | 54.55 |
| 2020-06-30 | $36k | 696 | 51.72 |
| 2020-03-31 | $1.6M | 34k | 45.77 |
| 2019-12-31 | $2.8M | 34k | 81.79 |
| 2019-09-30 | $3.0M | 34k | 90.64 |
| 2019-06-30 | $2.7M | 33k | 81.52 |
| 2019-03-31 | $2.4M | 31k | 77.57 |
| 2018-12-31 | $2.3M | 34k | 69.40 |
| 2018-09-30 | $2.1M | 33k | 64.32 |
| 2018-06-30 | $1.9M | 31k | 62.68 |
| 2018-03-31 | $1.6M | 30k | 54.73 |
| 2017-12-31 | $1.7M | 26k | 63.77 |
| 2017-09-30 | $1.7M | 25k | 68.24 |
| 2017-06-30 | $1.9M | 25k | 74.85 |
| 2017-03-31 | $1.3M | 18k | 70.80 |
| 2016-12-31 | $1.1M | 16k | 66.90 |