Welltower Inc Com reit shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $76k | 429 | 178.14 |
| 2025-06-30 | $65k | 422 | 153.73 |
| 2025-03-31 | $65k | 422 | 153.21 |
| 2024-12-31 | $53k | 422 | 126.03 |
| 2023-12-31 | $7.4k | 82 | 90.17 |