Welltower Inc Com reit shares owned by Safeguard Investment Advisory Group
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Safeguard Investment Advisory Group
from 13F filings
Historical chart of Safeguard Investment Advisory Group investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Safeguard Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $331k | 2.6k | 128.03 |
| 2024-06-30 | $268k | 2.6k | 104.26 |
| 2024-03-31 | $247k | 2.6k | 93.44 |
| 2023-12-31 | $237k | 2.6k | 90.19 |
| 2023-09-30 | $213k | 2.6k | 81.91 |
| 2023-06-30 | $209k | 2.6k | 80.89 |
| 2022-06-30 | $623k | 6.5k | 96.08 |
| 2022-03-31 | $623k | 6.5k | 96.08 |
| 2021-12-31 | $552k | 6.4k | 85.73 |
| 2021-09-30 | $526k | 6.4k | 82.28 |
| 2021-06-30 | $653k | 7.9k | 83.08 |
| 2020-12-31 | $6.0k | 98 | 61.22 |
More positions owned by Safeguard Investment Advisory Group
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