Legacy Financial Advisors »

Welltower Inc Com reit shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in Welltower Inc Com reit

Tip: Access up to 7 years of quarterly data

All positions including Welltower Inc Com reit held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Welltower Inc Com reit by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $216k 2.3k 93.43
2019-03-31 $12k 158 75.95
2018-12-31 $7.0k 100 70.00
2018-09-30 $999 29 34.48
2018-06-30 $2.0k 29 68.97
2018-03-31 $1.0k 25 40.00
2017-12-31 $13k 214 60.75