Welltower Inc Com reit shares owned by Davy Asset Management
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Davy Asset Management
from 13F filings
Historical chart of Davy Asset Management investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Davy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 6.0k | 178.14 |
| 2025-06-30 | $1.6M | 10k | 153.73 |
| 2025-03-31 | $1.4M | 9.4k | 153.21 |
| 2024-12-31 | $1.3M | 10k | 126.03 |
| 2024-09-30 | $1.5M | 12k | 128.03 |
| 2024-06-30 | $1.7M | 16k | 104.25 |
| 2024-03-31 | $542k | 5.8k | 93.44 |
| 2021-06-30 | $569k | 6.8k | 83.15 |
| 2021-03-31 | $490k | 6.8k | 71.61 |
| 2020-12-31 | $368k | 5.7k | 64.70 |
| 2020-09-30 | $313k | 5.7k | 55.03 |
| 2020-06-30 | $294k | 5.7k | 51.69 |
| 2020-03-31 | $260k | 5.7k | 45.71 |
| 2019-12-31 | $461k | 5.6k | 81.75 |
| 2019-09-30 | $396k | 4.4k | 90.72 |
| 2019-06-30 | $600k | 7.4k | 81.47 |
| 2018-12-31 | $347k | 5.0k | 69.39 |