Welltower Inc Com reit shares owned by Fairfield Financial Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Fairfield Financial Advisors
from 13F filings
Historical chart of Fairfield Financial Advisors investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Fairfield Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 33k | 178.14 |
| 2025-06-30 | $4.1M | 27k | 153.73 |
| 2025-03-31 | $2.8M | 18k | 153.21 |
| 2024-12-31 | $2.0M | 16k | 126.03 |
| 2024-09-30 | $1.9M | 15k | 128.03 |
| 2024-06-30 | $1.5M | 15k | 104.25 |
| 2023-12-31 | $928k | 10k | 90.17 |
| 2023-09-30 | $575k | 7.0k | 81.92 |
| 2023-06-30 | $273k | 3.4k | 80.90 |
| 2023-03-31 | $62k | 868 | 70.99 |
| 2022-12-31 | $57k | 861 | 65.58 |
| 2022-09-30 | $55k | 854 | 64.33 |
| 2022-06-30 | $70k | 847 | 82.39 |
| 2022-03-31 | $81k | 841 | 96.19 |
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