Welltower Inc Com reit shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25k | 139 | 178.14 |
| 2025-06-30 | $21k | 139 | 153.73 |
| 2025-03-31 | $21k | 139 | 153.21 |
| 2024-12-31 | $18k | 139 | 126.03 |
| 2024-09-30 | $18k | 139 | 128.03 |
| 2024-06-30 | $15k | 139 | 104.25 |
| 2024-03-31 | $13k | 139 | 93.44 |
| 2023-12-31 | $13k | 139 | 90.17 |
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