Welltower Inc Com reit shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $253k | 1.4k | 185.63 |
| 2025-09-30 | $242k | 1.4k | 178.10 |
| 2025-06-30 | $209k | 1.4k | 153.72 |
| 2025-03-31 | $313k | 2.0k | 153.22 |
| 2023-12-31 | $53k | 593 | 90.09 |
| 2023-09-30 | $49k | 592 | 81.87 |
| 2023-06-30 | $48k | 591 | 80.85 |
| 2023-03-31 | $42k | 590 | 71.66 |
| 2022-12-31 | $39k | 589 | 65.52 |
| 2022-09-30 | $38k | 588 | 64.63 |
| 2022-06-30 | $48k | 587 | 81.77 |
| 2022-03-31 | $56k | 586 | 95.56 |
| 2021-12-31 | $50k | 585 | 85.47 |
| 2021-09-30 | $48k | 584 | 82.19 |
| 2021-06-30 | $48k | 583 | 82.33 |
| 2021-03-31 | $42k | 583 | 72.04 |
| 2020-12-31 | $38k | 582 | 65.29 |
| 2020-09-30 | $38k | 692 | 54.91 |
| 2020-06-30 | $36k | 691 | 52.10 |
| 2020-03-31 | $37k | 800 | 46.25 |
| 2019-12-31 | $163k | 2.0k | 81.54 |
| 2019-09-30 | $180k | 2.0k | 90.59 |
| 2019-06-30 | $161k | 2.0k | 81.52 |
| 2019-03-31 | $152k | 2.0k | 77.39 |
| 2018-12-31 | $151k | 2.2k | 69.43 |
| 2018-09-30 | $139k | 2.2k | 64.29 |
| 2018-06-30 | $171k | 2.7k | 62.68 |
| 2018-03-31 | $146k | 2.7k | 54.54 |