Welltower Inc Com reit shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.4M | 12k | 197.71 |
| 2025-12-31 | $661k | 3.6k | 185.61 |
| 2022-06-30 | $29k | 354 | 81.92 |
| 2022-03-31 | $40k | 412 | 97.09 |
| 2021-12-31 | $42k | 492 | 85.37 |
| 2021-09-30 | $39k | 4.7k | 8.30 |
| 2021-06-30 | $49k | 589 | 83.19 |
| 2021-03-31 | $67k | 937 | 71.50 |
| 2020-12-31 | $67k | 1.0k | 64.92 |
| 2020-09-30 | $27k | 485 | 55.67 |
| 2020-06-30 | $21k | 399 | 52.63 |
| 2020-03-31 | $13k | 288 | 45.14 |
| 2019-12-31 | $23k | 279 | 82.44 |
| 2019-09-30 | $22k | 241 | 91.29 |
| 2019-06-30 | $22k | 244 | 90.16 |
| 2019-03-31 | $19k | 244 | 77.87 |
| 2018-12-31 | $15k | 216 | 69.44 |
| 2018-09-30 | $44k | 681 | 64.61 |
| 2018-03-31 | $2.0k | 41 | 48.78 |
| 2017-12-31 | $2.0k | 30 | 66.67 |
| 2017-09-30 | $2.0k | 30 | 66.67 |
| 2017-06-30 | $2.0k | 30 | 66.67 |
| 2017-03-31 | $2.0k | 30 | 66.67 |
| 2016-12-31 | $2.0k | 30 | 66.67 |
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