Welltower Inc Com reit shares owned by Sara-Bay Financial
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Sara-Bay Financial
from 13F filings
Historical chart of Sara-Bay Financial investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Sara-Bay Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $919k | 5.2k | 178.14 |
| 2025-06-30 | $791k | 5.1k | 153.73 |
| 2025-03-31 | $818k | 5.3k | 153.42 |
| 2024-12-31 | $662k | 5.3k | 124.92 |
| 2024-09-30 | $685k | 5.4k | 128.03 |
| 2024-06-30 | $626k | 6.0k | 104.25 |
| 2024-03-31 | $492k | 5.4k | 91.99 |
| 2023-12-31 | $466k | 5.2k | 90.17 |
| 2023-09-30 | $423k | 5.2k | 81.92 |
| 2023-06-30 | $435k | 5.4k | 80.89 |
| 2023-03-31 | $398k | 5.5k | 71.69 |
| 2022-12-31 | $457k | 7.0k | 65.53 |
| 2022-09-30 | $449k | 7.0k | 64.38 |
| 2022-06-30 | $575k | 6.9k | 82.90 |
| 2022-03-31 | $609k | 6.3k | 96.15 |
| 2021-12-31 | $538k | 6.3k | 85.79 |
| 2021-06-30 | $435k | 5.2k | 83.17 |
| 2021-03-31 | $301k | 4.2k | 71.75 |
| 2020-12-31 | $252k | 3.9k | 64.65 |
| 2020-09-30 | $207k | 3.8k | 55.08 |
| 2020-06-30 | $203k | 3.8k | 53.03 |