A detailed history of 180 Wealth Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 6,843 shares of WELL stock, worth $1.18 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,843
Previous 6,919 1.1%
Holding current value
$1.18 Million
Previous $1.06 Million 14.68%
% of portfolio
0.15%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025

SELL
$150.71 - $178.14 $11,453 - $13,538
-76 Reduced 1.1%
6,843 $1.22 Million
Q2 2025

Jul 30, 2025

BUY
$136.49 - $155.22 $142,086 - $161,584
1,041 Added 17.71%
6,919 $1.06 Million
Q1 2025

Apr 08, 2025

BUY
$124.05 - $156.86 $395,471 - $500,069
3,188 Added 118.51%
5,878 $900,000
Q4 2024

Jan 13, 2025

SELL
$123.11 - $139.3 $8,740 - $9,890
-71 Reduced 2.57%
2,690 $339,000
Q3 2024

Oct 31, 2024

BUY
$104.0 - $129.74 $3,016 - $3,762
29 Added 1.06%
2,761 $353,000
Q2 2024

Jul 16, 2024

BUY
$88.31 - $105.01 $19,958 - $23,732
226 Added 9.02%
2,732 $284,000
Q1 2024

Apr 15, 2024

BUY
$86.51 - $94.25 $216,794 - $236,190
2,506 New
2,506 $234,000

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 $79.7B
  • 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
Track This Portfolio

Track 180 Wealth Advisors, LLC Portfolio

Follow 180 Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 180 Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 180 Wealth Advisors, LLC with notifications on news.