Welltower Inc Com reit shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 14k | 178.14 |
| 2025-06-30 | $2.8M | 18k | 153.73 |
| 2025-03-31 | $4.4M | 29k | 153.21 |
| 2024-12-31 | $1.3M | 10k | 126.03 |
| 2024-09-30 | $2.4M | 19k | 128.03 |
| 2024-06-30 | $994k | 9.5k | 104.25 |
| 2024-03-31 | $370k | 4.0k | 93.44 |
| 2023-12-31 | $515k | 5.7k | 90.17 |
| 2023-09-30 | $310k | 3.8k | 81.92 |
| 2023-06-30 | $299k | 3.7k | 80.89 |
| 2023-03-31 | $258k | 3.6k | 71.69 |
| 2020-09-30 | $204k | 3.7k | 55.02 |