Welltower Inc Com reit shares owned by Keystone Financial Group
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Keystone Financial Group
from 13F filings
Historical chart of Keystone Financial Group investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Keystone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $447k | 2.9k | 153.73 |
| 2025-06-30 | $447k | 2.9k | 153.73 |
| 2025-03-31 | $447k | 2.9k | 153.21 |
| 2024-12-31 | $367k | 2.9k | 126.03 |
| 2024-09-30 | $373k | 2.9k | 128.03 |
| 2024-06-30 | $303k | 2.9k | 104.25 |
| 2024-03-31 | $275k | 2.9k | 93.44 |
| 2023-12-31 | $242k | 2.7k | 90.17 |
| 2023-09-30 | $220k | 2.7k | 81.92 |
| 2023-06-30 | $217k | 2.7k | 80.89 |
| 2022-06-30 | $244k | 3.0k | 82.27 |
| 2022-03-31 | $285k | 3.0k | 96.09 |
| 2021-12-31 | $254k | 3.0k | 85.64 |
| 2021-09-30 | $244k | 3.0k | 82.27 |
| 2021-06-30 | $233k | 2.8k | 82.98 |
| 2021-03-31 | $218k | 3.0k | 71.76 |
| 2020-12-31 | $220k | 3.4k | 64.65 |
| 2020-03-31 | $282k | 3.5k | 81.72 |
| 2019-12-31 | $282k | 3.5k | 81.72 |
| 2019-09-30 | $313k | 3.5k | 90.70 |
| 2019-06-30 | $270k | 3.3k | 81.42 |
| 2019-03-31 | $252k | 3.3k | 77.51 |