Balboa Wealth Partners Welltower Inc. Transaction History
Balboa Wealth Partners
- $310 Million
- Q1 2024
A detailed history of Balboa Wealth Partners transactions in Welltower Inc. stock. As of the latest transaction made, Balboa Wealth Partners holds 2,642 shares of WELL stock, worth $279,972. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,642
Previous 2,846
7.17%
Holding current value
$279,972
Previous $256,000
3.91%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding WELL
# of Institutions
1,023Shares Held
517MCall Options Held
1.3MPut Options Held
717K-
Vanguard Group Inc Valley Forge, PA89.2MShares$9.45 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY59.1MShares$6.27 Billion0.13% of portfolio
-
Cohen & Steers, Inc. New York, NY39.5MShares$4.19 Billion7.73% of portfolio
-
State Street Corp Boston, MA33.5MShares$3.56 Billion0.14% of portfolio
-
Capital International Investors Los Angeles, CA29.2MShares$3.1 Billion0.57% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $49.1B
- 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...