A detailed history of 9258 Wealth Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 1,876 shares of WELL stock, worth $233,824. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,876
Holding current value
$233,824
% of portfolio
0.04%

Shares

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

Nov 12, 2024

BUY
$104.0 - $129.74 $195,104 - $243,392
1,876 New
1,876 $240,000
Q1 2022

May 13, 2022

SELL
$79.67 - $98.31 $69,472 - $85,726
-872 Reduced 20.75%
3,330 $320,000
Q4 2021

Feb 11, 2022

SELL
$79.36 - $87.07 $3,571 - $3,918
-45 Reduced 1.06%
4,202 $360,000
Q3 2021

Nov 12, 2021

BUY
$82.4 - $89.68 $2,801 - $3,049
34 Added 0.81%
4,247 $350,000
Q2 2021

Aug 13, 2021

BUY
$71.04 - $84.02 $27,208 - $32,179
383 Added 10.0%
4,213 $350,000
Q4 2020

Feb 10, 2021

SELL
$52.26 - $67.84 $47,713 - $61,937
-913 Reduced 19.25%
3,830 $247,000
Q3 2020

Nov 13, 2020

SELL
$49.2 - $61.12 $6,838 - $8,495
-139 Reduced 2.85%
4,743 $255,000
Q2 2020

Aug 13, 2020

SELL
$37.26 - $61.65 $11,438 - $18,926
-307 Reduced 5.92%
4,882 $253,000
Q1 2020

May 05, 2020

SELL
$33.22 - $89.84 $8,205 - $22,190
-247 Reduced 4.54%
5,189 $238,000
Q4 2019

Feb 06, 2020

BUY
$77.4 - $92.21 $464 - $553
6 Added 0.11%
5,436 $445,000
Q3 2019

Nov 07, 2019

BUY
$81.74 - $92.46 $408 - $462
5 Added 0.09%
5,430 $492,000
Q2 2019

Aug 07, 2019

BUY
$71.76 - $84.63 $389,298 - $459,117
5,425 New
5,425 $442,000
Q1 2019

May 07, 2019

SELL
$67.29 - $78.72 $374,401 - $437,998
-5,564 Closed
0 $0
Q4 2018

Feb 12, 2019

BUY
$61.6 - $74.72 $342,742 - $415,742
5,564 New
5,564 $386,000

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 $57.8B
  • 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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