Welltower Inc Com reit shares owned by Naviter Wealth
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Naviter Wealth
from 13F filings
Historical chart of Naviter Wealth investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Naviter Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.3M | 47k | 178.14 |
| 2025-06-30 | $6.6M | 43k | 153.73 |
| 2025-03-31 | $5.8M | 38k | 153.42 |
| 2024-12-31 | $4.6M | 37k | 126.03 |
| 2024-09-30 | $4.1M | 32k | 128.03 |
| 2024-06-30 | $3.6M | 35k | 104.25 |
| 2024-03-31 | $3.1M | 33k | 93.44 |
| 2023-12-31 | $2.7M | 30k | 90.17 |
| 2023-09-30 | $2.0M | 25k | 81.92 |
| 2023-06-30 | $1.8M | 23k | 80.89 |
| 2023-03-31 | $1.4M | 20k | 71.69 |
| 2022-12-31 | $1.4M | 18k | 74.88 |
| 2022-09-30 | $981k | 15k | 64.29 |
| 2022-06-30 | $732k | 8.9k | 82.33 |
| 2022-03-31 | $895k | 9.3k | 96.10 |
| 2021-12-31 | $818k | 9.5k | 85.78 |