Welltower Inc Com reit shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $7.2M | 39k | 185.61 |
| 2025-09-30 | $5.9M | 33k | 178.14 |
| 2025-06-30 | $5.1M | 33k | 153.73 |
| 2025-03-31 | $4.4M | 29k | 153.21 |
| 2024-12-31 | $3.3M | 26k | 126.03 |
| 2024-09-30 | $3.2M | 25k | 128.03 |
| 2024-06-30 | $2.8M | 27k | 104.25 |
| 2024-03-31 | $2.0M | 21k | 93.44 |
| 2023-09-30 | $361k | 4.4k | 81.92 |
| 2020-09-30 | $434k | 7.9k | 55.03 |
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