A detailed history of Asset Planning,Inc transactions in Welltower Inc. stock. As of the latest transaction made, Asset Planning,Inc holds 20,396 shares of WELL stock, worth $3.12 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
20,396
Previous 20,588 0.93%
Holding current value
$3.12 Million
Previous $2.59 Billion 20.43%
% of portfolio
2.45%
Previous 1.98%

Shares

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

May 08, 2025

SELL
$124.05 - $156.86 $23,817 - $30,117
-192 Reduced 0.93%
20,396 $3.12 Billion
Q4 2024

Jan 30, 2025

BUY
$123.11 - $139.3 $2.53 Million - $2.87 Million
20,588 New
20,588 $2.59 Billion

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 $70.9B
  • 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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