Welltower Inc Com reit shares owned by Capital Investment Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Capital Investment Advisors
from 13F filings
Historical chart of Capital Investment Advisors investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 17k | 178.14 |
| 2025-06-30 | $2.6M | 17k | 153.73 |
| 2025-03-31 | $2.6M | 17k | 153.21 |
| 2024-12-31 | $2.2M | 17k | 126.03 |
| 2024-09-30 | $2.4M | 19k | 128.03 |
| 2024-06-30 | $2.0M | 19k | 104.25 |
| 2024-03-31 | $1.9M | 20k | 93.44 |
| 2023-12-31 | $1.8M | 20k | 90.17 |
| 2023-09-30 | $1.6M | 20k | 81.92 |
| 2023-06-30 | $1.6M | 20k | 80.89 |
| 2023-03-31 | $1.6M | 23k | 71.69 |
| 2022-12-31 | $1.5M | 23k | 65.56 |
| 2022-09-30 | $1.5M | 23k | 64.31 |
| 2022-06-30 | $1.9M | 24k | 82.36 |
| 2022-03-31 | $2.3M | 24k | 96.13 |
| 2021-12-31 | $2.2M | 26k | 85.77 |
| 2021-09-30 | $2.2M | 27k | 82.38 |
| 2021-06-30 | $2.3M | 27k | 83.08 |
| 2021-03-31 | $2.0M | 27k | 71.62 |
| 2020-12-31 | $1.8M | 28k | 64.62 |
| 2020-09-30 | $1.5M | 28k | 55.09 |
| 2020-06-30 | $1.5M | 29k | 51.76 |
| 2020-03-31 | $1.4M | 31k | 45.79 |
| 2019-12-31 | $2.7M | 33k | 81.79 |
| 2019-09-30 | $3.0M | 33k | 90.64 |
| 2019-06-30 | $2.8M | 34k | 81.53 |
| 2019-03-31 | $2.7M | 34k | 77.60 |
| 2018-12-31 | $2.6M | 37k | 69.40 |
| 2018-09-30 | $3.5M | 54k | 64.33 |
| 2018-06-30 | $3.5M | 56k | 62.69 |
| 2018-03-31 | $3.0M | 55k | 54.44 |
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