Welltower Inc Com reit shares owned by Phocas Financial
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Phocas Financial
from 13F filings
Historical chart of Phocas Financial investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Phocas Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $205k | 1.3k | 153.73 |
| 2025-03-31 | $207k | 1.4k | 153.21 |
| 2022-12-31 | $28k | 425 | 65.55 |
| 2020-09-30 | $724k | 13k | 55.04 |
| 2020-06-30 | $701k | 14k | 51.73 |
| 2020-03-31 | $616k | 14k | 45.77 |
| 2019-12-31 | $1.7M | 21k | 81.78 |
| 2019-09-30 | $1.6M | 18k | 90.60 |
| 2019-06-30 | $145M | 18k | 8153.00 |
| 2019-03-31 | $1.5M | 20k | 77.58 |
| 2018-12-31 | $1.8M | 26k | 69.40 |
| 2018-09-30 | $1.7M | 26k | 64.31 |
| 2018-06-30 | $1.6M | 26k | 62.71 |
| 2018-03-31 | $1.0k | 26k | 0.04 |
| 2017-12-31 | $1.7M | 26k | 63.77 |
| 2017-09-30 | $2.1k | 27k | 0.08 |
| 2017-06-30 | $789k | 11k | 74.89 |
| 2017-03-31 | $722k | 10k | 70.78 |
| 2016-12-31 | $730k | 11k | 66.90 |
| 2016-09-30 | $811k | 11k | 74.75 |
| 2016-06-30 | $726k | 9.5k | 76.22 |
| 2016-03-31 | $661k | 9.5k | 69.29 |