Welltower Inc Com reit shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 5.9k | 178.14 |
| 2025-06-30 | $908k | 5.9k | 153.73 |
| 2024-12-31 | $705k | 5.6k | 126.03 |
| 2024-06-30 | $558k | 5.3k | 104.25 |
| 2023-12-31 | $495 | 5 | 99.00 |
| 2023-09-30 | $464k | 5.7k | 81.94 |
| 2019-06-30 | $109k | 1.3k | 81.53 |
| 2016-12-31 | $7.0k | 101 | 69.31 |