A detailed history of Atria Wealth Solutions, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 16,212 shares of WELL stock, worth $2.08 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,212
Previous 14,238 13.86%
Holding current value
$2.08 Million
Previous $1.33 Million 27.07%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$88.31 - $105.01 $174,323 - $207,289
1,974 Added 13.86%
16,212 $1.69 Million
Q1 2024

May 13, 2024

SELL
$86.51 - $94.25 $432,290 - $470,967
-4,997 Reduced 25.98%
14,238 $1.33 Million
Q4 2023

Feb 02, 2024

BUY
$79.31 - $91.87 $61,544 - $71,291
776 Added 4.2%
19,235 $1.73 Million
Q3 2023

Nov 08, 2023

SELL
$78.6 - $85.47 $22,715 - $24,700
-289 Reduced 1.54%
18,459 $1.51 Million
Q2 2023

Aug 03, 2023

BUY
$70.38 - $81.95 $228,171 - $265,681
3,242 Added 20.91%
18,748 $1.52 Million
Q1 2023

Aug 22, 2023

SELL
$65.76 - $78.05 $248,112 - $294,482
-3,773 Reduced 20.12%
14,975 $1.07 Million
Q1 2023

Jun 14, 2023

BUY
$65.76 - $78.05 $34,918 - $41,444
531 Added 3.55%
15,506 $1.11 Million
Q1 2023

May 10, 2023

SELL
$65.76 - $78.05 $45,900 - $54,478
-698 Reduced 4.45%
14,975 $1.07 Million
Q4 2022

Aug 30, 2023

SELL
$57.37 - $71.58 $185,993 - $232,062
-3,242 Reduced 17.29%
15,506 $1.02 Million
Q4 2022

Feb 13, 2023

BUY
$57.37 - $71.58 $16,293 - $20,328
284 Added 1.85%
15,673 $1.03 Million
Q3 2022

Nov 14, 2022

SELL
$63.33 - $86.34 $17,542 - $23,916
-277 Reduced 1.77%
15,389 $990,000
Q2 2022

Aug 15, 2022

BUY
$77.45 - $97.82 $255,507 - $322,708
3,299 Added 26.68%
15,666 $1.29 Million
Q1 2022

May 16, 2022

BUY
$79.67 - $98.31 $985,278 - $1.22 Million
12,367 New
12,367 $1.19 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 $59.3B
  • 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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