A detailed history of Ballentine Partners, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Ballentine Partners, LLC holds 5,595 shares of WELL stock, worth $768,753. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,595
Previous 5,479 2.12%
Holding current value
$768,753
Previous $571,000 25.39%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2024

BUY
$104.0 - $129.74 $12,064 - $15,049
116 Added 2.12%
5,595 $716,000
Q2 2024

Aug 06, 2024

BUY
$88.31 - $105.01 $58,372 - $69,411
661 Added 13.72%
5,479 $571,000
Q1 2024

Apr 11, 2024

SELL
$86.51 - $94.25 $6,228 - $6,786
-72 Reduced 1.47%
4,818 $450,000
Q4 2023

Jan 23, 2024

BUY
$79.31 - $91.87 $72,172 - $83,601
910 Added 22.86%
4,890 $440,000
Q3 2023

Oct 19, 2023

BUY
$78.6 - $85.47 $9,117 - $9,914
116 Added 3.0%
3,980 $326,000
Q2 2023

Jul 26, 2023

BUY
$70.38 - $81.95 $35,471 - $41,302
504 Added 15.0%
3,864 $312,000
Q1 2023

Apr 27, 2023

BUY
$65.76 - $78.05 $220,953 - $262,248
3,360 New
3,360 $240,000
Q1 2020

Apr 23, 2020

SELL
$33.22 - $89.84 $136,268 - $368,523
-4,102 Closed
0 $0
Q3 2019

Oct 21, 2019

SELL
$81.74 - $92.46 $408 - $462
-5 Reduced 0.12%
4,102 $372,000
Q2 2019

Jul 25, 2019

BUY
$71.76 - $84.63 $47,720 - $56,278
665 Added 19.32%
4,107 $335,000
Q1 2019

May 09, 2019

BUY
$67.29 - $78.72 $6,257 - $7,320
93 Added 2.78%
3,442 $267,000
Q4 2018

Feb 04, 2019

BUY
$61.6 - $74.72 $206,298 - $250,237
3,349 New
3,349 $232,000
Q1 2018

Apr 26, 2018

SELL
$52.03 - $64.14 $165,091 - $203,516
-3,173 Closed
0 $0
Q4 2017

Feb 02, 2018

BUY
$63.27 - $69.55 $200,755 - $220,682
3,173
3,173 $202,000

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 $63.7B
  • 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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