Welltower Inc Com reit shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Welltower Inc Com reit
Tip: Access up to 7 years of quarterly data
All positions including Welltower Inc Com reit held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Welltower Inc Com reit by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $38k | 300 | 128.03 |
| 2024-06-30 | $31k | 300 | 104.25 |
| 2024-03-31 | $65k | 700 | 93.44 |
| 2023-12-31 | $63k | 700 | 90.17 |
| 2023-09-30 | $57k | 700 | 81.92 |
| 2023-06-30 | $57k | 700 | 80.89 |
| 2023-03-31 | $50k | 700 | 71.69 |
| 2022-12-31 | $46k | 700 | 65.55 |
| 2022-09-30 | $45k | 700 | 64.29 |
| 2022-06-30 | $58k | 700 | 82.86 |
| 2022-03-31 | $67k | 700 | 95.71 |
| 2021-12-31 | $60k | 700 | 85.71 |
| 2021-09-30 | $58k | 700 | 82.86 |
| 2021-06-30 | $59k | 700 | 84.29 |
| 2021-03-31 | $49k | 673 | 72.81 |