Welltower Inc Com reit shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $30M | 192k | 153.73 |
| 2025-03-31 | $28M | 181k | 153.21 |
| 2024-12-31 | $524k | 4.2k | 126.02 |
| 2024-09-30 | $448k | 3.5k | 128.04 |
| 2024-06-30 | $357k | 3.4k | 104.24 |
| 2024-03-31 | $317k | 3.4k | 93.44 |
| 2023-12-31 | $280k | 3.1k | 90.17 |
| 2023-09-30 | $231k | 2.8k | 81.92 |
| 2023-06-30 | $228k | 14k | 16.64 |
| 2023-03-31 | $237k | 2.5k | 94.81 |
| 2022-12-31 | $271k | 4.1k | 65.55 |
| 2022-06-30 | $538k | 6.5k | 82.43 |
| 2022-03-31 | $433k | 4.5k | 96.18 |
| 2021-12-31 | $384k | 4.5k | 85.87 |
| 2021-09-30 | $382k | 7.4k | 51.55 |
| 2021-06-30 | $533k | 6.4k | 83.13 |
| 2021-03-31 | $622k | 8.7k | 71.66 |
| 2020-12-31 | $558k | 8.6k | 64.63 |
| 2020-09-30 | $535k | 9.7k | 55.10 |
| 2020-06-30 | $476k | 9.2k | 51.70 |
| 2020-03-31 | $495k | 11k | 45.74 |
| 2019-12-31 | $874k | 11k | 81.77 |
| 2019-09-30 | $980k | 11k | 90.67 |
| 2019-06-30 | $867k | 11k | 81.54 |
| 2018-12-31 | $780k | 11k | 69.40 |
| 2018-09-30 | $746k | 12k | 64.28 |