Welltower Inc Com reit shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Welltower Inc Com reit
Tip: Access up to 7 years of quarterly data
All positions including Welltower Inc Com reit held by Jeppson Wealth Management 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 Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 9.6k | 128.03 |
| 2024-06-30 | $1.0M | 9.6k | 104.25 |
| 2024-03-31 | $900k | 9.6k | 93.44 |
| 2023-12-31 | $870k | 9.7k | 90.17 |
| 2023-09-30 | $793k | 9.7k | 81.92 |
| 2023-06-30 | $785k | 9.7k | 80.89 |
| 2023-03-31 | $703k | 9.8k | 71.69 |
| 2022-12-31 | $643k | 9.8k | 65.55 |
| 2022-09-30 | $652k | 10k | 64.31 |
| 2022-06-30 | $818k | 9.9k | 82.30 |
| 2022-03-31 | $957k | 10k | 96.10 |
| 2021-12-31 | $854k | 10k | 85.76 |
| 2021-09-30 | $820k | 10k | 82.30 |
| 2021-06-30 | $828k | 10k | 83.07 |
| 2021-03-31 | $714k | 10k | 71.63 |
| 2020-12-31 | $644k | 10k | 64.61 |
| 2020-09-30 | $506k | 9.2k | 55.13 |
More positions owned by Jeppson Wealth Management
At&t Stock (T)
View all positions for Jeppson Wealth Management