Welltower Inc Com reit shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Welltower Inc Com reit
Tip: Access up to 7 years of quarterly data
All positions including Welltower Inc Com reit held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Welltower Inc Com reit by Sound View Wealth Advisors Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $214k | 2.4k | 90.17 |
2022-06-30 | $208k | 2.5k | 82.47 |
2022-03-31 | $242k | 2.5k | 95.96 |
2021-12-31 | $216k | 2.5k | 85.65 |
2021-09-30 | $229k | 2.8k | 82.31 |
2021-06-30 | $231k | 2.8k | 83.03 |
2021-03-31 | $203k | 2.8k | 71.68 |
2019-12-31 | $282k | 3.4k | 81.88 |
2019-09-30 | $364k | 4.0k | 90.77 |
2019-06-30 | $353k | 4.3k | 81.43 |
More positions owned by Sound View Wealth Advisors Group
View all positions for Sound View Wealth Advisors Group