A detailed history of Avestar Capital, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Avestar Capital, LLC holds 2,536 shares of WELL stock, worth $316,087. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,536
Previous 2,304 10.07%
Holding current value
$316,087
Previous $240,000 35.0%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 13, 2024

BUY
$104.0 - $129.74 $24,128 - $30,099
232 Added 10.07%
2,536 $324,000
Q2 2024

Aug 08, 2024

BUY
$88.31 - $105.01 $203,466 - $241,943
2,304 New
2,304 $240,000
Q3 2019

Nov 14, 2019

SELL
$81.74 - $92.46 $11,280 - $12,759
-138 Closed
0 $0
Q3 2018

Oct 23, 2018

BUY
$61.7 - $67.46 $431 - $472
7 Added 5.34%
138 $7,000
Q2 2018

Aug 10, 2018

BUY
$50.01 - $62.69 $500 - $626
10 Added 8.26%
131 $6,000
Q1 2018

May 10, 2018

SELL
$52.03 - $64.14 $7,128 - $8,787
-137 Reduced 53.1%
121 $3,000
Q4 2017

Feb 14, 2018

BUY
$63.27 - $69.55 $16,323 - $17,943
258
258 $14,000

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
Track This Portfolio

Track Avestar Capital, LLC Portfolio

Follow Avestar Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avestar Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avestar Capital, LLC with notifications on news.