Welltower Inc Com reit shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $300k | 1.6k | 185.60 |
| 2025-09-30 | $283k | 1.6k | 178.13 |
| 2025-06-30 | $244k | 1.6k | 153.72 |
| 2025-03-31 | $243k | 1.6k | 153.19 |
| 2024-12-31 | $200k | 1.6k | 126.01 |
| 2024-09-30 | $203k | 1.6k | 127.91 |
| 2021-09-30 | $153k | 1.9k | 82.37 |
| 2021-06-30 | $1.8M | 151k | 12.03 |
| 2021-03-31 | $113k | 1.8k | 62.50 |
| 2020-12-31 | $113k | 1.8k | 62.50 |
| 2020-09-30 | $100k | 1.8k | 55.31 |
| 2020-06-30 | $94k | 1.8k | 51.56 |
| 2020-03-31 | $103k | 2.3k | 45.72 |
| 2019-12-31 | $190k | 2.3k | 81.69 |
| 2019-09-30 | $198k | 2.2k | 88.63 |
| 2019-06-30 | $177k | 2.2k | 81.64 |
| 2019-03-31 | $167k | 2.2k | 77.31 |
| 2018-12-31 | $146k | 2.1k | 69.10 |