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
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Quarterly reported holdings in Welltower Inc Com reit by Old North State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $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 |
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