Welltower Inc Com reit shares owned by Carret Asset Management
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Carret Asset Management
from 13F filings
Historical chart of Carret Asset Management investment in Welltower Inc Com reit
Tip: Access up to 7 years of quarterly data
All positions including Welltower Inc Com reit held by Carret Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Welltower Inc Com reit by Carret Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 42k | 178.14 |
| 2025-06-30 | $6.5M | 42k | 153.73 |
| 2025-03-31 | $6.6M | 43k | 153.21 |
| 2024-12-31 | $5.6M | 44k | 126.03 |
| 2024-09-30 | $5.9M | 46k | 128.03 |
| 2024-06-30 | $5.2M | 50k | 104.25 |
| 2024-03-31 | $4.8M | 52k | 93.44 |
| 2023-12-31 | $4.9M | 54k | 90.17 |
| 2023-09-30 | $4.9M | 59k | 81.92 |
| 2023-06-30 | $4.9M | 60k | 80.89 |
| 2023-03-31 | $4.5M | 63k | 71.70 |
| 2022-12-31 | $4.3M | 65k | 65.55 |
| 2022-09-30 | $4.2M | 66k | 64.32 |
| 2022-06-30 | $5.4M | 66k | 82.35 |
| 2022-03-31 | $7.1M | 74k | 96.14 |
| 2021-12-31 | $6.4M | 75k | 85.76 |
| 2021-09-30 | $6.2M | 75k | 82.40 |
| 2021-06-30 | $6.3M | 76k | 83.10 |
| 2021-03-31 | $5.0M | 70k | 71.63 |
| 2020-12-31 | $4.6M | 71k | 64.61 |
| 2020-09-30 | $4.0M | 72k | 55.10 |
| 2020-06-30 | $3.8M | 74k | 51.75 |
| 2020-03-31 | $3.3M | 73k | 45.78 |
| 2019-12-31 | $5.5M | 67k | 81.78 |
| 2019-09-30 | $6.1M | 67k | 90.65 |
| 2019-06-30 | $5.5M | 68k | 81.53 |
| 2019-03-31 | $5.2M | 68k | 77.60 |
| 2018-12-31 | $4.8M | 69k | 69.41 |
| 2018-09-30 | $4.6M | 71k | 64.32 |
| 2018-06-30 | $4.5M | 72k | 62.69 |
| 2018-03-31 | $3.8M | 69k | 54.43 |
| 2017-12-31 | $3.5M | 56k | 63.77 |
| 2017-09-30 | $3.9M | 55k | 70.27 |
| 2017-06-30 | $4.1M | 55k | 74.84 |
| 2017-03-31 | $3.3M | 47k | 70.81 |
| 2016-12-31 | $2.9M | 44k | 66.93 |
| 2016-09-30 | $4.0M | 53k | 74.76 |
| 2016-06-30 | $4.1M | 54k | 76.17 |
| 2016-03-31 | $3.8M | 55k | 69.34 |
| 2015-12-31 | $3.7M | 54k | 68.03 |
| 2015-09-30 | $3.7M | 54k | 67.73 |