Welltower Inc Com reit shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $819k | 3.6k | 227.03 |
| 2026-03-31 | $711k | 3.6k | 197.75 |
| 2025-12-31 | $1.5M | 8.3k | 185.62 |
| 2025-09-30 | $1.5M | 8.2k | 178.15 |
| 2025-06-30 | $1.3M | 8.2k | 153.75 |
| 2025-03-31 | $1.3M | 8.2k | 153.22 |
| 2024-12-31 | $1.0M | 8.1k | 126.03 |
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