A detailed history of Aa Financial Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 3,582 shares of WELL stock, worth $527,449. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,582
Previous 2,418 48.14%
Holding current value
$527,449
Previous $305 Million 80.09%
% of portfolio
0.13%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025

BUY
$124.05 - $156.86 $144,394 - $182,585
1,164 Added 48.14%
3,582 $549 Million
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 $68.2B
  • 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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