Welltower Inc Com reit shares owned by Trivant Custom Portfolio Group
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Trivant Custom Portfolio Group
from 13F filings
Historical chart of Trivant Custom Portfolio Group investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Trivant Custom Portfolio Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $26k | 200 | 128.03 |
| 2024-06-30 | $21k | 200 | 104.25 |
| 2024-03-31 | $19k | 200 | 93.44 |
| 2023-12-31 | $18k | 200 | 90.17 |
| 2023-09-30 | $16k | 200 | 81.92 |
| 2023-06-30 | $16k | 200 | 80.89 |
| 2023-03-31 | $14k | 200 | 71.69 |
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