Welltower Inc Com reit shares owned by Burkett Financial Services
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Burkett Financial Services
from 13F filings
Historical chart of Burkett Financial Services investment in Welltower Inc Com reit
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All positions including Welltower Inc Com reit held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Welltower Inc Com reit by Burkett Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26k | 146 | 178.29 |
| 2025-06-30 | $22k | 145 | 154.23 |
| 2025-03-31 | $22k | 145 | 153.01 |
| 2024-12-31 | $18k | 144 | 126.18 |
| 2024-09-30 | $18k | 143 | 128.45 |
| 2024-06-30 | $15k | 143 | 104.00 |
| 2024-03-31 | $13k | 142 | 93.32 |
| 2023-12-31 | $13k | 141 | 90.09 |
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