Welltower Inc Com reit shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $351k | 2.8k | 126.03 |
| 2024-09-30 | $355k | 2.8k | 128.02 |
| 2024-06-30 | $270k | 2.6k | 104.25 |
| 2024-03-31 | $216k | 2.3k | 93.43 |
| 2019-03-31 | $12k | 158 | 75.95 |
| 2018-12-31 | $7.0k | 100 | 70.00 |
| 2018-09-30 | $999 | 29 | 34.48 |
| 2018-06-30 | $2.0k | 29 | 68.97 |
| 2018-03-31 | $1.0k | 25 | 40.00 |
| 2017-12-31 | $13k | 214 | 60.75 |