A detailed history of Avion Wealth transactions in Welltower Inc. stock. As of the latest transaction made, Avion Wealth holds 56 shares of WELL stock, worth $5,838. This represents 0.0% of its overall portfolio holdings.

Number of Shares
56
Previous 34 64.71%
Holding current value
$5,838
Previous $3,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$86.51 - $94.25 $1,903 - $2,073
22 Added 64.71%
56 $6,000
Q4 2023

Jan 26, 2024

BUY
$79.31 - $91.87 $396 - $459
5 Added 17.24%
34 $3,000
Q3 2023

Oct 20, 2023

BUY
$78.6 - $85.47 $943 - $1,025
12 Added 70.59%
29 $1,000
Q2 2023

Jul 14, 2023

BUY
$70.38 - $81.95 $985 - $1,147
14 Added 466.67%
17 $0
Q2 2021

Jul 27, 2021

BUY
$71.04 - $84.02 $213 - $252
3 New
3 $0
Q4 2020

Jan 26, 2021

SELL
$52.26 - $67.84 $7,839 - $10,176
-150 Closed
0 $0
Q1 2020

Apr 08, 2020

BUY
$33.22 - $89.84 $4,983 - $13,476
150 New
150 $7,000

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 $48.3B
  • 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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