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Welltower Inc Com reit shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in Welltower Inc Com reit

Jul 2023Sep 2023Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 2024200k300k400k500k250030003500
Value ($)Share countHistorical WELL position of Sage Mountain Advisors Source: stockzoa.comValue ($)Share count

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All positions including Welltower Inc Com reit held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $482k 3.8k 128.01
2024-06-30 $404k 3.9k 104.24
2024-03-31 $249k 2.7k 93.45
2023-12-31 $229k 2.5k 90.18
2023-09-30 $205k 2.5k 81.93
2023-06-30 $215k 2.7k 80.89