Welltower Inc Com reit shares owned by PDS Planning
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by PDS Planning
from 13F filings
Historical chart of PDS Planning investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $771k | 4.3k | 178.14 |
| 2025-06-30 | $656k | 4.3k | 153.73 |
| 2025-03-31 | $567k | 3.7k | 153.21 |
| 2024-12-31 | $436k | 3.5k | 126.03 |
| 2024-09-30 | $444k | 3.5k | 128.03 |
| 2024-03-31 | $315k | 3.4k | 93.44 |
| 2023-12-31 | $295k | 3.3k | 90.17 |
| 2023-09-30 | $265k | 3.2k | 81.92 |
| 2023-06-30 | $254k | 3.1k | 80.89 |