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Welltower Inc Com reit shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital 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 Coldstream Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 14k 185.60
2025-09-30 $2.6M 15k 178.15
2025-06-30 $1.8M 12k 153.73
2025-03-31 $1.7M 11k 153.21
2024-12-31 $1.3M 11k 126.03
2024-09-30 $1.3M 10k 128.53
2024-06-30 $967k 9.3k 104.25
2024-03-31 $763k 8.2k 93.44
2023-12-31 $717k 7.9k 90.17
2023-09-30 $659k 8.0k 81.92
2023-06-30 $689k 8.5k 80.89
2023-03-31 $440k 6.1k 71.69
2022-12-31 $342k 5.2k 65.55
2022-06-30 $311k 3.8k 82.43
2022-03-31 $347k 3.6k 96.26
2021-12-31 $279k 3.2k 85.90
2016-09-30 $1.3M 18k 74.74