Welltower Inc Com reit shares owned by NewEdge Wealth
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39M | 208k | 186.35 |
| 2025-06-30 | $34M | 201k | 169.68 |
| 2025-03-31 | $28M | 184k | 153.21 |
| 2024-12-31 | $24M | 191k | 126.03 |
| 2024-09-30 | $25M | 191k | 128.03 |
| 2024-06-30 | $17M | 158k | 104.25 |
| 2024-03-31 | $15M | 154k | 96.08 |
| 2023-12-31 | $828k | 9.2k | 90.17 |
| 2023-09-30 | $640k | 7.8k | 81.92 |
| 2023-06-30 | $640k | 7.9k | 80.89 |
| 2023-03-31 | $583k | 8.1k | 71.69 |
| 2022-12-31 | $431k | 6.6k | 65.55 |
| 2022-09-30 | $424k | 6.6k | 64.32 |
| 2022-06-30 | $499k | 6.1k | 82.33 |