Welltower Inc Com reit shares owned by West Financial Advisors
Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Welltower Inc Com reit
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Quarterly reported holdings in Welltower Inc Com reit by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $57k | 320 | 178.14 |
| 2025-06-30 | $49k | 320 | 153.73 |
| 2025-03-31 | $49k | 320 | 153.21 |
| 2024-12-31 | $40k | 320 | 126.03 |
| 2024-09-30 | $41k | 320 | 128.03 |
| 2024-06-30 | $33k | 320 | 104.25 |
| 2024-03-31 | $30k | 320 | 93.44 |
| 2023-12-31 | $29k | 320 | 90.17 |
| 2023-09-30 | $26k | 320 | 81.92 |
| 2023-06-30 | $26k | 320 | 80.89 |
| 2023-03-31 | $23k | 320 | 71.69 |
| 2022-12-31 | $21k | 320 | 65.55 |
| 2022-09-30 | $21k | 320 | 65.63 |