Welltower Inc Com reit shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $380k | 1.7k | 226.97 |
| 2022-06-30 | $500k | 6.1k | 82.26 |
| 2022-03-31 | $497k | 5.2k | 96.22 |
| 2021-12-31 | $398k | 4.6k | 85.72 |
| 2021-09-30 | $363k | 4.4k | 82.35 |
| 2021-06-30 | $370k | 4.5k | 83.15 |
| 2021-03-31 | $297k | 4.2k | 71.57 |
| 2020-12-31 | $276k | 4.3k | 64.70 |
| 2020-09-30 | $292k | 5.3k | 55.18 |
| 2020-06-30 | $258k | 5.0k | 51.71 |
| 2020-03-31 | $315k | 6.9k | 45.74 |
| 2019-12-31 | $515k | 6.3k | 81.80 |
| 2019-09-30 | $464k | 5.1k | 90.66 |
| 2019-06-30 | $333k | 4.1k | 81.48 |
| 2019-03-31 | $317k | 4.1k | 77.56 |
| 2018-12-31 | $292k | 4.2k | 69.51 |
| 2018-09-30 | $269k | 4.2k | 64.35 |
| 2018-06-30 | $323k | 5.2k | 62.60 |
| 2018-03-31 | $862k | 16k | 54.44 |
| 2017-12-31 | $2.6M | 41k | 63.77 |
| 2017-09-30 | $24M | 347k | 70.28 |
| 2017-06-30 | $25M | 337k | 74.85 |
| 2017-03-31 | $24M | 337k | 70.82 |
| 2016-12-31 | $22M | 335k | 66.93 |
| 2016-09-30 | $24M | 322k | 74.77 |
| 2016-06-30 | $24M | 309k | 76.17 |
| 2016-03-31 | $20M | 292k | 69.34 |
| 2015-12-31 | $19M | 283k | 68.03 |
| 2015-09-30 | $19M | 285k | 67.72 |
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