Welltower Inc Com reit shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $666k | 3.7k | 178.16 |
| 2025-06-30 | $646k | 4.2k | 154.25 |
| 2025-03-31 | $795k | 5.2k | 153.20 |
| 2024-12-31 | $622k | 4.9k | 126.03 |
| 2024-09-30 | $654k | 5.1k | 128.02 |