Welltower Inc Com reit shares owned by Lake Street Financial
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $613k | 3.4k | 178.14 |
| 2025-06-30 | $532k | 3.5k | 153.74 |
| 2025-03-31 | $511k | 3.3k | 153.21 |
| 2024-12-31 | $431k | 3.4k | 126.03 |
| 2024-09-30 | $438k | 3.4k | 128.03 |
| 2024-06-30 | $372k | 3.6k | 104.25 |
| 2024-03-31 | $337k | 3.6k | 93.44 |
| 2023-12-31 | $328k | 3.6k | 90.17 |