Welltower Inc Com reit shares owned by Legacy Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $283k | 1.8k | 153.21 |
| 2024-12-31 | $216k | 1.7k | 126.03 |
| 2019-03-31 | $16k | 200 | 80.00 |
| 2018-06-30 | $14k | 230 | 60.87 |
| 2018-03-31 | $12k | 230 | 52.17 |
| 2017-12-31 | $14k | 230 | 60.87 |
| 2017-09-30 | $25k | 361 | 69.25 |
| 2017-06-30 | $17k | 230 | 73.91 |
| 2017-03-31 | $16k | 230 | 69.57 |
| 2016-12-31 | $15k | 230 | 65.22 |