Welltower Inc Com reit shares owned by Essex Financial Services
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.4M | 6.0k | 226.98 |
| 2026-03-31 | $1.1M | 5.8k | 197.71 |
| 2025-12-31 | $703k | 3.8k | 185.60 |
| 2025-09-30 | $538k | 3.0k | 178.12 |
| 2025-06-30 | $411k | 2.7k | 153.76 |
| 2025-03-31 | $401k | 2.6k | 153.23 |
| 2024-12-31 | $327k | 2.6k | 126.03 |
| 2024-09-30 | $339k | 2.6k | 130.07 |
| 2024-06-30 | $268k | 2.6k | 104.26 |
| 2024-03-31 | $213k | 2.3k | 93.44 |
| 2019-12-31 | $280k | 3.4k | 81.75 |
| 2019-09-30 | $292k | 3.2k | 90.54 |
| 2019-06-30 | $275k | 3.4k | 81.51 |
| 2019-03-31 | $262k | 3.4k | 77.65 |
| 2018-12-31 | $234k | 3.4k | 69.35 |
| 2018-09-30 | $223k | 3.5k | 64.19 |
| 2018-06-30 | $254k | 4.0k | 62.73 |
| 2018-03-31 | $220k | 4.0k | 54.33 |
| 2017-12-31 | $236k | 3.7k | 63.87 |
| 2017-09-30 | $299k | 4.3k | 70.27 |
| 2017-06-30 | $318k | 4.3k | 74.74 |
| 2017-03-31 | $240k | 3.4k | 70.69 |