Welltower Inc Com reit shares owned by Lumbard Investment Counseling
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Lumbard Investment Counseling
from 13F filings
Historical chart of Lumbard Investment Counseling investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Lumbard Investment Counseling
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $979k | 5.5k | 178.14 |
| 2025-06-30 | $845k | 5.5k | 153.73 |
| 2025-03-31 | $842k | 5.5k | 153.21 |
| 2024-12-31 | $693k | 5.5k | 126.03 |
| 2024-09-30 | $704k | 5.5k | 128.03 |
| 2024-06-30 | $573k | 5.5k | 104.25 |
| 2024-03-31 | $514k | 5.5k | 93.44 |
| 2023-12-31 | $496k | 5.5k | 90.17 |
| 2023-09-30 | $450k | 5.5k | 81.92 |
| 2023-06-30 | $445k | 5.5k | 80.89 |
| 2023-03-31 | $394k | 5.5k | 71.69 |
| 2022-12-31 | $360k | 5.5k | 65.55 |
| 2022-06-30 | $453k | 5.5k | 82.42 |
| 2022-03-31 | $947k | 9.9k | 96.13 |
| 2021-12-31 | $843k | 9.8k | 85.67 |
| 2021-09-30 | $806k | 9.8k | 82.41 |
| 2021-06-30 | $813k | 9.8k | 83.13 |
| 2021-03-31 | $700k | 9.8k | 71.67 |
| 2020-12-31 | $621k | 9.6k | 64.57 |
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