Welltower Inc Com reit shares owned by Summit Financial
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $604k | 6.5k | 93.44 |
| 2023-12-31 | $628k | 7.0k | 90.17 |
| 2023-09-30 | $594k | 7.3k | 81.92 |
| 2023-06-30 | $595k | 7.4k | 80.89 |
| 2023-03-31 | $527k | 7.4k | 71.69 |
| 2022-12-31 | $482k | 7.4k | 65.55 |
| 2022-09-30 | $479k | 7.4k | 64.33 |
| 2022-06-30 | $627k | 7.6k | 82.34 |
| 2022-03-31 | $733k | 7.6k | 96.15 |
| 2021-12-31 | $653k | 7.6k | 85.72 |
| 2021-09-30 | $628k | 7.6k | 82.44 |
| 2021-06-30 | $633k | 7.6k | 83.09 |
| 2021-03-31 | $546k | 7.6k | 71.67 |
| 2020-12-31 | $492k | 7.6k | 64.58 |
| 2020-09-30 | $427k | 7.8k | 55.10 |
| 2020-06-30 | $401k | 7.8k | 51.74 |
| 2020-03-31 | $365k | 8.0k | 45.75 |
| 2019-12-31 | $681k | 8.3k | 81.77 |
| 2019-09-30 | $796k | 8.8k | 90.64 |
| 2019-06-30 | $845k | 10k | 81.57 |
| 2019-03-31 | $825k | 11k | 77.57 |
| 2018-12-31 | $231k | 3.3k | 69.26 |
| 2018-09-30 | $215k | 3.3k | 64.40 |
| 2018-06-30 | $210k | 3.3k | 62.78 |
| 2018-03-31 | $245k | 4.5k | 54.48 |
| 2017-12-31 | $233k | 3.7k | 63.77 |
| 2017-09-30 | $256k | 3.6k | 70.21 |
| 2017-06-30 | $293k | 3.9k | 74.76 |