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Welltower Inc Com reit shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $380k 2.1k 178.14
2025-06-30 $289k 1.9k 153.73
2025-03-31 $273k 1.8k 153.21
2024-12-31 $221k 1.8k 126.03
2024-09-30 $419k 3.3k 128.03
2024-06-30 $323k 3.1k 104.25
2023-09-30 $109k 1.3k 81.93
2023-06-30 $119k 1.5k 80.89
2023-03-31 $105k 1.5k 71.69
2022-12-31 $96k 1.5k 65.55
2020-12-31 $297k 4.6k 64.66
2020-09-30 $112k 2.0k 55.01