Welltower Inc Com reit shares owned by LPL Financial
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $57M | 321k | 178.14 |
| 2025-06-30 | $44M | 288k | 153.73 |
| 2025-03-31 | $40M | 258k | 153.21 |
| 2024-12-31 | $31M | 248k | 126.03 |
| 2024-09-30 | $28M | 216k | 128.03 |
| 2024-06-30 | $21M | 206k | 104.25 |
| 2024-03-31 | $17M | 177k | 93.44 |
| 2023-09-30 | $13M | 152k | 81.92 |
| 2023-06-30 | $13M | 156k | 80.89 |
| 2023-03-31 | $11M | 151k | 71.69 |
| 2022-12-31 | $11M | 163k | 65.55 |
| 2022-09-30 | $11M | 166k | 64.32 |
| 2022-06-30 | $13M | 163k | 82.35 |
| 2022-03-31 | $14M | 144k | 96.14 |
| 2021-12-31 | $11M | 132k | 85.77 |
| 2021-09-30 | $10M | 123k | 82.40 |
| 2021-06-30 | $10M | 120k | 83.10 |
| 2021-03-31 | $8.4M | 117k | 71.63 |
| 2020-12-31 | $6.6M | 102k | 64.62 |
| 2020-09-30 | $5.1M | 93k | 55.09 |
| 2020-06-30 | $5.0M | 96k | 51.75 |
| 2020-03-31 | $13M | 293k | 45.78 |
| 2019-12-31 | $22M | 269k | 81.78 |
| 2019-09-30 | $23M | 257k | 90.65 |
| 2019-06-30 | $21M | 258k | 81.53 |
| 2019-03-31 | $19M | 238k | 77.60 |
| 2018-12-31 | $16M | 227k | 69.41 |
| 2018-09-30 | $14M | 218k | 64.32 |
| 2018-06-30 | $14M | 227k | 62.69 |
| 2018-03-31 | $12M | 221k | 54.43 |
| 2017-12-31 | $6.6M | 104k | 63.77 |
| 2017-09-30 | $6.3M | 90k | 70.28 |
| 2017-06-30 | $6.8M | 91k | 74.86 |
| 2017-03-31 | $6.6M | 92k | 71.12 |
| 2016-12-31 | $5.6M | 84k | 66.22 |
| 2016-09-30 | $5.4M | 75k | 72.22 |
| 2016-06-30 | $5.0M | 65k | 76.36 |
| 2016-03-31 | $10M | 148k | 69.40 |
| 2015-12-31 | $10M | 143k | 69.98 |
| 2015-09-30 | $5.2M | 75k | 69.04 |