A detailed history of Strategic Wealth Partners, Ltd. transactions in Welltower Inc. stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 2,662 shares of WELL stock, worth $367,835. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,662
Previous 2,718 2.06%
Holding current value
$367,835
Previous $283,000 20.14%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 08, 2024

SELL
$104.0 - $129.74 $5,824 - $7,265
-56 Reduced 2.06%
2,662 $340,000
Q2 2024

Oct 08, 2024

BUY
$88.31 - $105.01 $240,026 - $285,417
2,718 New
2,718 $283,000
Q4 2019

Jan 30, 2020

SELL
$77.4 - $92.21 $77,554 - $92,394
-1,002 Closed
0 $0
Q2 2019

Aug 06, 2019

SELL
$71.76 - $84.63 $107,998 - $127,368
-1,505 Reduced 60.03%
1,002 $81,000
Q1 2019

May 14, 2019

SELL
$67.29 - $78.72 $39,768 - $46,523
-591 Reduced 19.08%
2,507 $193,000
Q4 2018

Jan 24, 2019

SELL
$61.6 - $74.72 $10,533 - $12,777
-171 Reduced 5.23%
3,098 $215,000
Q3 2018

Dec 06, 2018

SELL
$61.7 - $67.46 $37,451 - $40,948
-607 Reduced 15.66%
3,269 $210,000
Q2 2018

Sep 04, 2018

SELL
$50.01 - $62.69 $817,963 - $1.03 Million
-16,356 Reduced 80.84%
3,876 $243,000
Q1 2018

Jul 13, 2018

BUY
$52.03 - $64.14 $1.05 Million - $1.3 Million
20,232 New
20,232 $1.1 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 $64B
  • 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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