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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All positions including Welltower Inc Com reit held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |