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Welltower Inc Com reit shares owned by Compass Financial Services

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Compass Financial Services from 13F filings

Historical chart of Compass Financial Services investment in Welltower Inc Com reit

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All positions including Welltower Inc Com reit held by Compass Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Compass Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.2k 46 178.48
2025-06-30 $7.1k 46 153.35
2025-03-31 $7.0k 46 152.13
2024-12-31 $12k 92 126.13