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Welltower Inc Com reit shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private 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 LLBH Private 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 10k 178.14
2025-06-30 $1.5M 10k 153.72
2025-03-31 $1.7M 11k 153.21
2021-12-31 $509k 5.9k 85.85
2021-09-30 $505k 6.1k 82.40
2020-06-30 $204k 3.9k 51.86