Welltower Inc Com reit shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial Advisors investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by JNBA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $104k | 458 | 227.18 |
| 2026-03-31 | $40k | 200 | 198.13 |
| 2025-12-31 | $38k | 205 | 185.99 |
| 2025-09-30 | $54k | 300 | 178.39 |
| 2025-06-30 | $46k | 300 | 153.94 |
| 2025-03-31 | $46k | 300 | 153.42 |
| 2024-12-31 | $38k | 300 | 126.21 |
| 2024-09-30 | $39k | 300 | 128.21 |
| 2024-06-30 | $31k | 300 | 104.40 |
| 2024-03-31 | $28k | 300 | 93.57 |
| 2023-12-31 | $27k | 300 | 90.30 |
| 2023-09-30 | $25k | 300 | 82.04 |
| 2023-06-30 | $24k | 300 | 81.00 |
| 2023-03-31 | $22k | 300 | 71.79 |
| 2022-12-31 | $20k | 300 | 65.64 |
| 2022-09-30 | $22k | 337 | 65.28 |
| 2022-06-30 | $26k | 312 | 83.33 |
| 2022-03-31 | $45k | 466 | 96.57 |
| 2021-12-31 | $40k | 466 | 85.84 |
| 2021-09-30 | $26k | 312 | 83.33 |
| 2021-06-30 | $26k | 312 | 83.33 |
| 2021-03-31 | $22k | 312 | 70.51 |
| 2020-12-31 | $20k | 312 | 64.10 |
| 2020-09-30 | $19k | 344 | 55.23 |
| 2020-06-30 | $18k | 344 | 52.33 |
| 2020-03-31 | $16k | 344 | 46.51 |
| 2019-12-31 | $28k | 344 | 81.40 |
| 2019-09-30 | $31k | 344 | 90.12 |
| 2019-06-30 | $28k | 344 | 81.40 |
| 2019-03-31 | $27k | 344 | 78.49 |
| 2018-12-31 | $28k | 399 | 70.18 |
| 2018-06-30 | $30k | 480 | 62.50 |
| 2018-03-31 | $610k | 610 | 1000.00 |
| 2017-12-31 | $31k | 480 | 64.58 |
| 2017-09-30 | $34k | 480 | 70.83 |
| 2017-06-30 | $36k | 480 | 75.00 |
| 2017-03-31 | $34k | 480 | 70.83 |
| 2016-12-31 | $32k | 480 | 66.67 |
| 2016-09-30 | $84k | 1.1k | 74.47 |
| 2016-06-30 | $32k | 418 | 76.56 |
| 2016-03-31 | $48k | 693 | 69.26 |
| 2015-12-31 | $47k | 693 | 67.82 |