Welltower Inc Com reit shares owned by UMA Financial Services
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $143k | 801 | 178.12 |
| 2025-06-30 | $97k | 631 | 153.61 |
| 2025-03-31 | $94k | 615 | 153.24 |
| 2024-12-31 | $78k | 615 | 125.97 |