Welltower Inc Com reit shares owned by Jones Financial Companies, L.L
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Jones Financial Companies, L.L
from 13F filings
Historical chart of Jones Financial Companies, L.L investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Jones Financial Companies, L.L
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 115k | 174.90 |
| 2025-06-30 | $16M | 104k | 153.73 |
| 2025-03-31 | $2.6M | 17k | 153.21 |
| 2024-12-31 | $7.7M | 61k | 126.03 |
| 2024-09-30 | $5.3M | 42k | 127.20 |
| 2024-03-31 | $762k | 8.2k | 93.44 |
| 2023-12-31 | $509k | 5.7k | 89.94 |
| 2023-09-30 | $456k | 5.6k | 81.92 |
| 2023-06-30 | $430k | 5.3k | 80.89 |
| 2023-03-31 | $387k | 5.4k | 71.69 |
| 2022-12-31 | $379k | 5.8k | 65.59 |
| 2022-09-30 | $358k | 5.6k | 64.28 |
| 2022-06-30 | $504k | 6.1k | 82.34 |
| 2022-03-31 | $620k | 6.4k | 96.18 |
| 2021-12-31 | $568k | 6.6k | 85.71 |
| 2021-09-30 | $491k | 6.0k | 82.47 |
| 2021-06-30 | $445k | 5.4k | 83.12 |
| 2021-03-31 | $354k | 4.9k | 71.67 |
| 2020-12-31 | $413k | 6.4k | 64.58 |
| 2020-09-30 | $423k | 7.7k | 55.08 |
| 2020-06-30 | $605k | 12k | 51.75 |
| 2020-03-31 | $1.4M | 31k | 45.77 |
| 2019-09-30 | $212k | 2.3k | 90.83 |
| 2017-12-31 | $299k | 4.7k | 63.78 |
| 2017-09-30 | $319k | 4.5k | 70.31 |
| 2017-06-30 | $333k | 4.4k | 74.89 |
| 2017-03-31 | $374k | 5.3k | 70.82 |
| 2016-12-31 | $322k | 4.8k | 66.97 |
| 2016-09-30 | $526k | 7.0k | 74.77 |
| 2016-06-30 | $590k | 7.7k | 76.22 |
| 2016-03-31 | $723k | 10k | 69.29 |
| 2015-12-31 | $786k | 12k | 68.05 |
More positions owned by Jones Financial Companies, L.L
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