Welltower Inc Com reit shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $423k | 3.3k | 128.01 |
| 2024-06-30 | $350k | 3.4k | 104.23 |
| 2024-03-31 | $319k | 3.4k | 93.43 |
| 2023-12-31 | $316k | 3.5k | 90.17 |
| 2023-09-30 | $279k | 3.4k | 81.92 |
| 2023-06-30 | $316k | 3.9k | 80.89 |
| 2023-03-31 | $280k | 3.9k | 71.69 |
| 2022-12-31 | $249k | 3.8k | 65.55 |
| 2022-09-30 | $220k | 3.8k | 57.99 |
| 2022-06-30 | $312k | 3.8k | 82.24 |
| 2022-03-31 | $381k | 4.0k | 96.24 |
| 2021-12-31 | $323k | 3.8k | 85.70 |
| 2021-09-30 | $291k | 3.5k | 82.46 |
| 2021-06-30 | $267k | 3.2k | 83.20 |
| 2021-03-31 | $230k | 3.2k | 71.67 |