Welltower Inc Com reit shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $130k | 700 | 185.61 |
| 2025-09-30 | $125k | 700 | 178.14 |
| 2025-06-30 | $110k | 716 | 153.73 |
| 2025-03-31 | $110k | 716 | 153.21 |
| 2024-12-31 | $90k | 716 | 126.03 |
| 2024-09-30 | $90k | 700 | 128.03 |
| 2024-06-30 | $73k | 700 | 104.25 |
| 2024-03-31 | $25k | 270 | 93.44 |
| 2023-09-30 | $24k | 288 | 81.92 |
| 2023-06-30 | $23k | 288 | 80.89 |
| 2023-03-31 | $28k | 386 | 71.69 |
| 2022-12-31 | $25k | 386 | 65.55 |
| 2022-09-30 | $16k | 251 | 63.75 |
| 2022-06-30 | $120k | 1.5k | 82.53 |
| 2022-03-31 | $140k | 1.5k | 96.29 |
| 2021-12-31 | $112k | 1.3k | 86.15 |
| 2021-09-30 | $74k | 900 | 82.22 |
| 2021-06-30 | $75k | 900 | 83.33 |
| 2021-03-31 | $64k | 900 | 71.11 |
| 2020-12-31 | $58k | 900 | 64.44 |
| 2020-09-30 | $50k | 900 | 55.56 |
| 2020-06-30 | $47k | 900 | 52.22 |
| 2020-03-31 | $32k | 700 | 45.71 |