A detailed history of Fortis Group Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 50 shares of WELL stock, worth $6,894. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Previous 50 -0.0%
Holding current value
$6,894
Previous $5.21 Million 22.81%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$86.51 - $94.25 $4,325 - $4,712
-50 Reduced 50.0%
50 $4.67 Million
Q4 2023

Mar 04, 2024

BUY
$79.31 - $91.87 $3,965 - $4,593
50 Added 100.0%
100 $9.02 Million
Q3 2023

Dec 01, 2023

BUY
$78.6 - $85.47 $3,929 - $4,273
50 New
50 $4.1 Million
Q1 2023

May 26, 2023

SELL
$65.76 - $78.05 $53,791 - $63,844
-818 Closed
0 $0
Q3 2020

Nov 17, 2020

BUY
$49.2 - $61.12 $40,245 - $49,996
818 New
818 $45,000

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 $63.9B
  • 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 Fortis Group Advisors, LLC Portfolio

Follow Fortis Group 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 Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.