Welltower Inc Com reit shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $471k | 2.6k | 178.15 |
| 2025-06-30 | $476k | 3.1k | 153.75 |
| 2025-03-31 | $453k | 3.0k | 153.23 |
| 2024-12-31 | $402k | 3.2k | 126.05 |
| 2024-09-30 | $487k | 3.8k | 128.02 |
| 2024-06-30 | $399k | 3.8k | 104.26 |
| 2024-03-31 | $372k | 4.0k | 93.45 |
| 2023-09-30 | $268k | 3.3k | 81.94 |
| 2023-06-30 | $255k | 3.2k | 80.89 |
| 2023-03-31 | $270k | 3.8k | 71.69 |
| 2022-12-31 | $276k | 4.2k | 65.55 |
| 2022-09-30 | $246k | 3.8k | 64.35 |
| 2022-06-30 | $312k | 3.8k | 82.47 |
| 2022-03-31 | $388k | 4.0k | 96.04 |
| 2021-12-31 | $359k | 4.2k | 85.86 |
| 2021-09-30 | $371k | 4.5k | 82.48 |
| 2021-06-30 | $367k | 4.4k | 83.13 |
| 2021-03-31 | $310k | 4.3k | 71.51 |
| 2020-12-31 | $296k | 4.6k | 64.54 |
| 2020-09-30 | $0 | 4.8k | 0.00 |
| 2020-06-30 | $272k | 5.3k | 51.71 |
| 2020-03-31 | $240k | 5.3k | 45.71 |
| 2019-12-31 | $331k | 4.0k | 81.87 |
| 2019-09-30 | $366k | 4.0k | 90.53 |