Welltower Inc Com reit shares owned by Spire Wealth Management
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $5.0M | 26k | 197.71 |
| 2025-12-31 | $5.1M | 27k | 185.61 |
| 2025-09-30 | $746k | 4.2k | 178.14 |
| 2025-06-30 | $25k | 160 | 153.73 |
| 2025-03-31 | $73k | 474 | 153.21 |
| 2024-12-31 | $61k | 481 | 126.03 |
| 2024-09-30 | $60k | 465 | 128.03 |
| 2024-06-30 | $48k | 463 | 104.25 |
| 2024-03-31 | $159k | 1.7k | 93.44 |
| 2023-12-31 | $150k | 1.7k | 89.85 |
| 2023-09-30 | $150k | 1.8k | 81.92 |
| 2023-06-30 | $146k | 1.8k | 80.89 |
| 2023-03-31 | $138k | 1.9k | 71.69 |
| 2022-12-31 | $61k | 933 | 65.38 |
| 2022-09-30 | $60k | 932 | 64.38 |
| 2022-06-30 | $236k | 2.9k | 82.17 |
| 2022-03-31 | $464k | 4.8k | 96.09 |
| 2021-12-31 | $478k | 5.6k | 85.71 |
| 2021-09-30 | $439k | 5.3k | 82.39 |
| 2021-06-30 | $401k | 4.8k | 83.21 |
| 2021-03-31 | $548k | 7.6k | 71.82 |