Welltower Inc Com reit shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $277k | 1.6k | 178.14 |
| 2025-06-30 | $395k | 2.6k | 153.73 |
| 2024-12-31 | $393k | 2.6k | 151.44 |
| 2024-09-30 | $341k | 2.7k | 128.03 |
| 2024-06-30 | $283k | 2.7k | 104.25 |
| 2019-09-30 | $88 | 1.0k | 0.09 |
| 2019-06-30 | $81k | 1.0k | 80.84 |
| 2019-03-31 | $193k | 2.5k | 76.98 |
| 2018-12-31 | $223k | 3.1k | 71.98 |
| 2018-09-30 | $210k | 3.3k | 64.24 |
| 2018-06-30 | $243k | 3.9k | 62.69 |
| 2018-03-31 | $1.1M | 20k | 54.42 |
| 2017-12-31 | $1.6M | 24k | 68.31 |