Welltower Inc Com reit shares owned by Old North State Wealth Management
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Old North State Wealth Management
from 13F filings
Historical chart of Old North State Wealth Management investment in Welltower Inc Com reit
Tip: Access up to 7 years of quarterly data
All positions including Welltower Inc Com reit held by Old North State Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Welltower Inc Com reit by Old North State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 13k | 126.15 |
| 2024-09-30 | $1.6M | 13k | 128.14 |
| 2024-06-30 | $1.3M | 13k | 104.38 |
| 2024-03-31 | $2.2M | 24k | 93.52 |
| 2023-12-31 | $2.1M | 23k | 90.26 |
| 2023-09-30 | $1.9M | 23k | 81.99 |
| 2023-06-30 | $1.8M | 22k | 80.96 |
| 2023-03-31 | $1.6M | 22k | 71.76 |
| 2022-12-31 | $1.3M | 19k | 65.62 |
| 2022-09-30 | $805k | 13k | 64.35 |
| 2022-06-30 | $868k | 11k | 82.41 |
| 2022-03-31 | $1.0M | 11k | 96.15 |
| 2021-12-31 | $895k | 10k | 85.84 |
More positions owned by Old North State Wealth Management
View all positions for Old North State Wealth Management