Welltower Inc Com reit shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 41k | 178.14 |
| 2025-06-30 | $7.8M | 51k | 153.73 |
| 2025-03-31 | $7.6M | 50k | 153.21 |
| 2024-12-31 | $1.7M | 14k | 126.03 |
| 2024-09-30 | $1.5M | 12k | 128.03 |
| 2024-06-30 | $1.2M | 12k | 104.25 |
| 2024-03-31 | $1.1M | 12k | 93.44 |
| 2023-12-31 | $951k | 11k | 90.16 |
| 2023-09-30 | $869k | 11k | 81.92 |
| 2023-06-30 | $853k | 11k | 80.89 |
| 2023-03-31 | $623k | 8.7k | 71.69 |
| 2022-12-31 | $580k | 8.9k | 65.55 |
| 2022-09-30 | $577k | 9.0k | 64.38 |
| 2022-06-30 | $738k | 9.0k | 82.34 |
| 2022-03-31 | $749k | 9.0k | 83.33 |
| 2021-12-31 | $749k | 9.0k | 83.33 |
| 2021-09-30 | $764k | 9.0k | 85.24 |
| 2021-06-30 | $763k | 9.0k | 85.13 |
| 2017-12-31 | $234k | 3.7k | 63.71 |
| 2017-09-30 | $241k | 3.4k | 70.18 |
| 2017-06-30 | $249k | 3.3k | 74.91 |
| 2017-03-31 | $238k | 3.4k | 70.83 |
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