A detailed history of Principal Securities, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Principal Securities, Inc. holds 4,429 shares of WELL stock, worth $552,030. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,429
Previous 3,935 12.55%
Holding current value
$552,030
Previous $410 Million 38.21%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$104.0 - $129.74 $51,376 - $64,091
494 Added 12.55%
4,429 $567 Million
Q2 2024

Jul 31, 2024

SELL
$88.31 - $105.01 $18,191 - $21,632
-206 Reduced 4.97%
3,935 $410 Million
Q1 2024

May 10, 2024

BUY
$86.51 - $94.25 $10,986 - $11,969
127 Added 3.16%
4,141 $387 Million
Q4 2023

Feb 07, 2024

BUY
$79.31 - $91.87 $318,350 - $368,766
4,014 New
4,014 $362 Million

Others Institutions Holding WELL

About WELLTOWER INC.


  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $57.8B
  • Description
  • Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve peopl...
More about WELL
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