Welltower Inc Com reit shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7k | 15 | 178.20 |
| 2025-06-30 | $2.3k | 15 | 153.73 |
| 2025-03-31 | $2.3k | 15 | 153.27 |
| 2024-12-31 | $1.9k | 15 | 126.07 |
| 2024-09-30 | $1.9k | 15 | 128.07 |
| 2024-06-30 | $1.6k | 15 | 104.27 |
| 2024-03-31 | $1.4k | 15 | 93.47 |
| 2023-12-31 | $1.4k | 15 | 90.20 |