A detailed history of Alteri Wealth LLC transactions in Welltower Inc. stock. As of the latest transaction made, Alteri Wealth LLC holds 5,772 shares of WELL stock, worth $963,058. This represents 0.34% of its overall portfolio holdings.

Number of Shares
5,772
Previous 6,920 16.59%
Holding current value
$963,058
Previous $1.06 Billion 16.31%
% of portfolio
0.34%
Previous 0.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

SELL
$136.49 - $155.22 $156,690 - $178,192
-1,148 Reduced 16.59%
5,772 $887 Million
Q1 2025

May 07, 2025

SELL
$124.05 - $156.86 $31,756 - $40,156
-256 Reduced 3.57%
6,920 $1.06 Billion
Q4 2024

Feb 14, 2025

BUY
$123.11 - $139.3 $883,437 - $999,616
7,176 New
7,176 $904 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 $77.3B
  • 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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