Welltower Inc Com reit shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 94k | 178.14 |
| 2025-06-30 | $13M | 84k | 153.73 |
| 2025-03-31 | $11M | 74k | 153.21 |
| 2024-12-31 | $7.6M | 61k | 126.03 |
| 2024-09-30 | $7.1M | 56k | 127.60 |
| 2024-06-30 | $5.2M | 50k | 104.25 |
| 2024-03-31 | $3.9M | 42k | 93.44 |
| 2023-12-31 | $3.3M | 36k | 90.17 |
| 2023-09-30 | $2.7M | 33k | 81.92 |
| 2023-06-30 | $2.5M | 30k | 80.89 |
| 2023-03-31 | $1.9M | 27k | 71.69 |
| 2022-12-31 | $1.7M | 26k | 65.55 |
| 2022-09-30 | $1.6M | 24k | 64.31 |
| 2022-06-30 | $2.2M | 27k | 82.37 |
| 2022-03-31 | $2.4M | 25k | 96.14 |
| 2021-12-31 | $2.1M | 24k | 85.77 |
| 2021-09-30 | $4.7M | 57k | 82.51 |
| 2021-06-30 | $2.5M | 30k | 83.07 |
| 2021-03-31 | $95k | 1.3k | 71.37 |
| 2020-12-31 | $55k | 847 | 64.94 |
| 2020-09-30 | $31k | 567 | 54.67 |
| 2020-06-30 | $24k | 473 | 50.74 |
| 2020-03-31 | $3.0k | 62 | 48.39 |
| 2019-12-31 | $18k | 218 | 82.57 |
| 2019-06-30 | $0 | 1 | 0.00 |
| 2015-09-30 | $3.0k | 43 | 69.77 |
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