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Welltower Inc Com reit shares owned by Burke & Herbert Bank & Trust

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Burke & Herbert Bank & Trust from 13F filings

Historical chart of Burke & Herbert Bank & Trust investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Burke & Herbert Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Burke & Herbert Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 5.7k 178.14
2025-06-30 $873k 5.7k 153.73
2025-03-31 $870k 5.7k 153.21
2024-12-31 $808k 6.4k 126.03
2024-09-30 $820k 6.4k 128.03
2024-06-30 $674k 6.5k 104.25