Welltower Inc Com reit shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.6M | 14k | 185.61 |
| 2025-09-30 | $2.0M | 11k | 178.14 |
| 2025-06-30 | $1.8M | 12k | 153.73 |
| 2025-03-31 | $2.0M | 13k | 153.20 |
| 2024-12-31 | $1.6M | 13k | 126.03 |
| 2024-09-30 | $1.4M | 11k | 128.03 |
| 2024-06-30 | $1.2M | 11k | 104.25 |
| 2024-03-31 | $1.0M | 11k | 93.44 |
| 2023-12-31 | $1.1M | 12k | 90.17 |
| 2023-09-30 | $977k | 12k | 81.92 |
| 2023-06-30 | $958k | 12k | 80.89 |
| 2023-03-31 | $752k | 11k | 71.69 |
| 2022-12-31 | $660 | 10k | 0.07 |
| 2022-09-30 | $778k | 12k | 64.35 |
| 2022-06-30 | $983k | 12k | 82.32 |
| 2022-03-31 | $1.2M | 12k | 96.10 |
| 2021-12-31 | $1.5M | 18k | 85.74 |
| 2021-09-30 | $1.4M | 18k | 82.41 |
| 2021-06-30 | $1.4M | 17k | 83.08 |
| 2021-03-31 | $1.5M | 21k | 71.63 |
| 2020-12-31 | $1.4M | 21k | 64.62 |
| 2020-09-30 | $1.1M | 20k | 55.09 |
| 2020-06-30 | $1.1M | 21k | 51.77 |
| 2020-03-31 | $941k | 21k | 45.78 |
| 2019-12-31 | $1.3M | 16k | 81.79 |
| 2019-09-30 | $1.4M | 16k | 90.63 |
| 2019-06-30 | $1.3M | 16k | 81.55 |
| 2019-03-31 | $1.2M | 15k | 77.58 |
| 2018-12-31 | $1.2M | 17k | 69.40 |
| 2018-09-30 | $980k | 16k | 63.30 |
| 2018-06-30 | $1.0M | 17k | 62.69 |
| 2018-03-31 | $965k | 18k | 53.98 |
| 2017-12-31 | $1.2M | 19k | 62.59 |
| 2017-09-30 | $1.2M | 17k | 68.27 |
| 2017-06-30 | $1.1M | 15k | 72.51 |
| 2017-03-31 | $1.2M | 16k | 71.32 |
| 2016-12-31 | $973k | 15k | 66.78 |
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