Welltower Inc Com reit shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Kmg Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 36k | 178.14 |
| 2025-06-30 | $5.5M | 36k | 153.73 |
| 2025-03-31 | $5.5M | 36k | 153.21 |
| 2024-12-31 | $4.6M | 36k | 126.03 |
| 2024-09-30 | $4.6M | 36k | 128.03 |
| 2024-06-30 | $3.8M | 37k | 104.25 |
| 2024-03-31 | $3.4M | 37k | 93.44 |
| 2023-12-31 | $3.4M | 37k | 90.17 |
| 2023-09-30 | $3.0M | 37k | 81.92 |
| 2023-06-30 | $3.1M | 38k | 80.89 |
| 2023-03-31 | $2.8M | 40k | 71.69 |
| 2022-12-31 | $2.6M | 40k | 65.55 |
| 2022-09-30 | $2.8M | 43k | 64.31 |
| 2022-06-30 | $4.3M | 53k | 82.35 |
| 2022-03-31 | $5.3M | 55k | 96.14 |
| 2021-12-31 | $5.0M | 58k | 85.76 |
| 2021-09-30 | $5.0M | 60k | 82.40 |
| 2021-06-30 | $5.4M | 64k | 83.10 |
| 2021-03-31 | $4.6M | 64k | 71.63 |
| 2020-12-31 | $4.1M | 66k | 61.96 |
| 2020-09-30 | $3.8M | 69k | 55.09 |
| 2020-06-30 | $3.9M | 76k | 51.75 |
| 2020-03-31 | $3.6M | 78k | 45.78 |
| 2019-12-31 | $6.6M | 81k | 81.77 |
| 2019-09-30 | $7.2M | 79k | 90.65 |
| 2019-06-30 | $6.4M | 78k | 81.52 |
| 2019-03-31 | $6.0M | 77k | 77.59 |
| 2018-12-31 | $5.1M | 74k | 69.41 |