Welltower Inc Com reit shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 11k | 126.03 |
| 2024-09-30 | $1.3M | 10k | 128.03 |
| 2024-06-30 | $297k | 2.9k | 104.25 |
| 2024-03-31 | $290k | 3.1k | 93.44 |
| 2023-12-31 | $280k | 3.1k | 90.17 |
| 2023-09-30 | $259k | 3.2k | 81.93 |
| 2023-06-30 | $291k | 3.6k | 80.89 |
| 2023-03-31 | $254k | 3.5k | 71.69 |
| 2022-12-31 | $236k | 3.6k | 65.55 |
| 2022-09-30 | $278k | 4.3k | 64.40 |
| 2022-06-30 | $392k | 4.8k | 82.39 |
| 2022-03-31 | $515k | 5.4k | 96.10 |
| 2021-12-31 | $460k | 5.4k | 85.80 |
| 2021-09-30 | $426k | 5.2k | 82.41 |
| 2021-06-30 | $254k | 3.1k | 83.06 |
| 2021-03-31 | $223k | 3.1k | 71.47 |
| 2019-12-31 | $305k | 3.7k | 81.79 |
| 2019-09-30 | $324k | 3.7k | 86.89 |