A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 851 shares of WELL stock, worth $118,544. This represents 0.03% of its overall portfolio holdings.

Number of Shares
851
Previous 749 13.62%
Holding current value
$118,544
Previous $78.1 Million 39.53%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$104.0 - $129.74 $10,608 - $13,233
102 Added 13.62%
851 $109 Million
Q2 2024

Aug 12, 2024

BUY
$88.31 - $105.01 $6,976 - $8,295
79 Added 11.79%
749 $78.1 Million
Q1 2024

May 13, 2024

SELL
$86.51 - $94.25 $5,709 - $6,220
-66 Reduced 8.97%
670 $62.6 Million
Q4 2023

Feb 09, 2024

SELL
$79.31 - $91.87 $872 - $1,010
-11 Reduced 1.47%
736 $66.4 Million
Q3 2023

Nov 08, 2023

BUY
$78.6 - $85.47 $58,714 - $63,846
747 New
747 $61.2 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 $64.5B
  • 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 Annis Gardner Whiting Capital Advisors, LLC Portfolio

Follow Annis Gardner Whiting Capital 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 Annis Gardner Whiting Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annis Gardner Whiting Capital Advisors, LLC with notifications on news.