Welltower Inc Com reit shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $5.6M | 28k | 197.71 |
| 2025-12-31 | $274k | 1.5k | 185.56 |
| 2025-09-30 | $706k | 4.0k | 178.13 |
| 2025-06-30 | $148k | 965 | 153.73 |
| 2018-03-31 | $4.0k | 79 | 50.63 |
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