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Welltower Inc Com reit shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point 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 Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $13k 152 85.53
2022-03-31 $15k 152 98.68
2021-12-31 $13k 152 85.53
2021-09-30 $13k 152 85.53
2021-06-30 $13k 152 85.53
2020-03-31 $10k 212 47.17
2019-12-31 $17k 212 80.19
2019-06-30 $21k 256 82.03
2019-03-31 $21k 256 82.03
2018-12-31 $372k 5.4k 69.39