Welltower Inc Com reit shares owned by Summit Place Financial Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Summit Place Financial Advisors
from 13F filings
Historical chart of Summit Place Financial Advisors investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Summit Place Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.7M | 30k | 90.17 |
| 2023-09-30 | $2.4M | 30k | 81.92 |
| 2023-06-30 | $2.5M | 31k | 80.89 |
| 2023-03-31 | $2.2M | 30k | 71.69 |
| 2022-12-31 | $1.7M | 26k | 65.55 |
| 2022-09-30 | $1.6M | 25k | 64.32 |
| 2022-06-30 | $1.7M | 20k | 82.34 |
| 2022-03-31 | $1.9M | 20k | 96.15 |
| 2021-12-31 | $1.8M | 21k | 85.77 |
| 2021-09-30 | $1.7M | 21k | 82.41 |
| 2021-06-30 | $1.7M | 21k | 83.10 |
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