Welltower Inc Com reit shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 8.6k | 178.14 |
| 2025-06-30 | $1.1M | 7.3k | 153.73 |
| 2025-03-31 | $992k | 6.5k | 153.21 |
| 2024-12-31 | $765k | 6.1k | 126.03 |
| 2024-09-30 | $758k | 5.9k | 128.03 |
| 2024-06-30 | $544k | 5.2k | 104.25 |
| 2024-03-31 | $455k | 4.9k | 93.44 |
| 2023-12-31 | $374k | 4.1k | 90.17 |
| 2023-09-30 | $291k | 3.5k | 81.92 |
| 2023-06-30 | $262k | 3.2k | 80.89 |
| 2023-03-31 | $205k | 2.9k | 71.69 |