A detailed history of Aa Financial Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 2,418 shares of WELL stock, worth $334,119. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,418
Previous 2,370 2.03%
Holding current value
$334,119
Previous $247 Million 25.3%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 18, 2024

BUY
$104.0 - $129.74 $4,992 - $6,227
48 Added 2.03%
2,418 $310 Million
Q2 2024

Jul 16, 2024

BUY
$88.31 - $105.01 $209,294 - $248,873
2,370 New
2,370 $247 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
Track This Portfolio

Track Aa Financial Advisors, LLC Portfolio

Follow Aa Financial 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 Aa Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aa Financial Advisors, LLC with notifications on news.