Welltower Inc Com reit shares owned by Triad Wealth Partners
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Triad Wealth Partners
from 13F filings
Historical chart of Triad Wealth Partners investment in Welltower Inc Com reit
Tip: Access up to 7 years of quarterly data
All positions including Welltower Inc Com reit held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Welltower Inc Com reit by Triad Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $440k | 2.4k | 185.63 |
| 2025-09-30 | $398k | 2.2k | 178.15 |
| 2025-06-30 | $323k | 2.1k | 153.73 |
| 2025-03-31 | $327k | 2.1k | 153.21 |
| 2024-12-31 | $275k | 2.2k | 126.03 |
| 2024-06-30 | $137k | 1.3k | 104.25 |