Welltower Inc Com reit shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $777M | 6.1M | 128.03 |
| 2024-06-30 | $628M | 6.0M | 104.25 |
| 2024-03-31 | $561M | 6.0M | 93.44 |
| 2023-12-31 | $529M | 5.9M | 90.17 |
| 2023-09-30 | $441M | 5.4M | 81.92 |
| 2023-06-30 | $414M | 5.1M | 80.89 |
| 2023-03-31 | $348M | 4.9M | 71.69 |
| 2022-12-31 | $314M | 4.8M | 65.55 |
| 2022-09-30 | $294M | 4.6M | 64.32 |
| 2022-06-30 | $362M | 4.4M | 82.35 |
| 2022-03-31 | $408M | 4.2M | 96.14 |
| 2021-12-31 | $353M | 4.1M | 85.77 |
| 2021-09-30 | $322M | 3.9M | 82.40 |
| 2021-06-30 | $316M | 3.8M | 83.10 |
| 2021-03-31 | $269M | 3.8M | 71.63 |
| 2020-12-31 | $235M | 3.6M | 64.62 |
| 2020-09-30 | $200M | 3.6M | 55.09 |
| 2020-06-30 | $192M | 3.7M | 51.75 |
| 2020-03-31 | $252M | 5.5M | 45.78 |
| 2019-12-31 | $432M | 5.3M | 81.78 |
| 2019-09-30 | $466M | 5.1M | 90.65 |
| 2019-06-30 | $410M | 5.0M | 81.53 |
| 2019-03-31 | $363M | 4.7M | 77.60 |
| 2018-12-31 | $301M | 4.3M | 69.41 |
| 2018-09-30 | $269M | 4.2M | 64.32 |
| 2018-06-30 | $248M | 4.0M | 62.69 |
| 2018-03-31 | $205M | 3.8M | 54.43 |
| 2017-12-31 | $226M | 3.5M | 63.77 |
| 2017-09-30 | $234M | 3.3M | 70.28 |
| 2017-06-30 | $231M | 3.1M | 74.85 |
| 2017-03-31 | $197M | 2.8M | 70.82 |
| 2016-12-31 | $180M | 2.7M | 66.93 |
| 2016-09-30 | $191M | 2.6M | 74.77 |
| 2016-06-30 | $183M | 2.4M | 76.17 |
| 2016-03-31 | $151M | 2.2M | 69.34 |
| 2015-12-31 | $144M | 2.1M | 68.03 |
| 2015-09-30 | $125M | 1.8M | 67.72 |
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