Welltower Inc Com reit shares owned by ProVise Management Group
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $870k | 4.9k | 178.14 |
| 2025-06-30 | $750k | 4.9k | 153.73 |
| 2025-03-31 | $847k | 5.5k | 153.21 |
| 2024-12-31 | $907k | 7.2k | 126.03 |
| 2024-09-30 | $1.5M | 12k | 128.03 |
| 2024-06-30 | $1.2M | 12k | 104.25 |
| 2024-03-31 | $1.1M | 12k | 93.44 |
| 2023-12-31 | $1.3M | 14k | 90.17 |
| 2023-09-30 | $1.2M | 15k | 81.92 |
| 2023-06-30 | $1.1M | 15k | 71.69 |
| 2023-03-31 | $1.1M | 15k | 71.69 |
| 2022-12-31 | $1.3M | 19k | 65.55 |
| 2022-09-30 | $1.4M | 22k | 64.32 |
| 2022-06-30 | $1.8M | 22k | 82.37 |
| 2022-03-31 | $2.2M | 23k | 96.14 |
| 2021-12-31 | $2.0M | 23k | 85.77 |
| 2021-09-30 | $1.9M | 23k | 82.39 |
| 2021-06-30 | $1.9M | 23k | 83.08 |
| 2021-03-31 | $1.7M | 23k | 71.64 |
| 2020-12-31 | $1.5M | 23k | 64.62 |
| 2020-09-30 | $1.3M | 24k | 55.11 |
| 2020-06-30 | $1.2M | 24k | 51.75 |
| 2020-03-31 | $1.5M | 32k | 45.78 |
| 2019-12-31 | $2.8M | 34k | 81.78 |
| 2019-09-30 | $4.0M | 44k | 90.66 |
| 2019-06-30 | $3.6M | 44k | 81.54 |
| 2019-03-31 | $3.5M | 45k | 77.59 |
| 2018-12-31 | $3.2M | 46k | 69.33 |
| 2018-09-30 | $3.0M | 47k | 64.33 |
| 2018-06-30 | $3.0M | 47k | 62.69 |
| 2018-03-31 | $2.7M | 49k | 54.43 |
| 2017-12-31 | $3.3M | 52k | 63.77 |
| 2017-09-30 | $3.9M | 55k | 70.30 |
| 2017-06-30 | $4.2M | 56k | 74.85 |
| 2017-03-31 | $4.0M | 56k | 70.82 |
| 2016-12-31 | $3.4M | 51k | 66.94 |
| 2016-09-30 | $3.8M | 51k | 74.76 |
| 2016-06-30 | $3.8M | 50k | 76.16 |