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
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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 |
|---|---|---|---|
| 2025-12-31 | $878k | 4.7k | 185.59 |
| 2025-09-30 | $733k | 4.1k | 178.12 |
| 2025-06-30 | $691k | 4.5k | 153.71 |
| 2025-03-31 | $680k | 4.4k | 153.19 |
| 2024-12-31 | $490k | 3.9k | 126.02 |
| 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 |