Welltower Inc Com reit shares owned by Roxbury Financial
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Roxbury Financial
from 13F filings
Historical chart of Roxbury Financial investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Roxbury Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35k | 196 | 178.02 |
| 2025-06-30 | $30k | 196 | 153.62 |
| 2025-03-31 | $29k | 189 | 153.40 |
| 2024-12-31 | $26k | 188 | 138.81 |