Welltower Inc Com reit shares owned by Oxford Financial
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.4M | 17k | 81.92 |
| 2023-06-30 | $1.3M | 16k | 80.89 |
| 2023-03-31 | $619k | 8.6k | 71.69 |
| 2022-12-31 | $676k | 10k | 65.55 |
| 2022-09-30 | $594k | 9.2k | 64.33 |
| 2022-06-30 | $763k | 9.3k | 82.39 |
| 2022-03-31 | $888k | 9.2k | 96.17 |
| 2021-12-31 | $1.7M | 20k | 85.76 |
| 2021-09-30 | $1.6M | 20k | 82.38 |
| 2021-06-30 | $1.6M | 20k | 83.09 |
| 2021-03-31 | $1.4M | 20k | 71.63 |
| 2020-12-31 | $1.3M | 20k | 64.61 |
| 2020-09-30 | $1.1M | 20k | 55.08 |
| 2020-06-30 | $1.0M | 20k | 51.77 |
| 2020-03-31 | $643k | 14k | 45.79 |