A detailed history of Bank Julius Baer & Co. Ltd, Zurich transactions in Welltower Inc. stock. As of the latest transaction made, Bank Julius Baer & Co. Ltd, Zurich holds 2,800 shares of WELL stock, worth $355,684. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,800
Previous 3,900 28.21%
Holding current value
$355,684
Previous $364,000 20.05%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2024

SELL
$88.31 - $105.01 $97,141 - $115,511
-1,100 Reduced 28.21%
2,800 $291,000
Q1 2024

May 14, 2024

BUY
$86.51 - $94.25 $242,228 - $263,900
2,800 Added 254.55%
3,900 $364,000
Q4 2023

May 16, 2024

SELL
$79.31 - $91.87 $285,357 - $330,548
-3,598 Reduced 76.59%
1,100 $99,000
Q4 2023

May 16, 2024

BUY
$79.31 - $91.87 $63,289 - $73,312
798 Added 20.46%
4,698 $423,000
Q4 2023

Feb 02, 2024

SELL
$79.31 - $91.87 $1,110 - $1,286
-14 Reduced 1.26%
1,100 $99,000
Q3 2023

Nov 13, 2023

SELL
$78.6 - $85.47 $400,152 - $435,127
-5,091 Reduced 82.05%
1,114 $91,000
Q2 2023

Jul 24, 2023

BUY
$70.38 - $81.95 $436,707 - $508,499
6,205 New
6,205 $502,000
Q1 2023

May 11, 2023

BUY
$65.76 - $78.05 $160,980 - $191,066
2,448 Added 109.63%
4,681 $336,000
Q4 2022

Jan 24, 2023

SELL
$57.37 - $71.58 $88,407 - $110,304
-1,541 Reduced 40.83%
2,233 $146,000
Q3 2022

Nov 04, 2022

SELL
$63.33 - $86.34 $73,779 - $100,586
-1,165 Reduced 23.59%
3,774 $243,000
Q2 2022

Jul 22, 2022

BUY
$77.45 - $97.82 $297,330 - $375,530
3,839 Added 349.0%
4,939 $407,000
Q1 2022

May 09, 2022

SELL
$79.67 - $98.31 $101,499 - $125,246
-1,274 Reduced 53.66%
1,100 $106,000
Q1 2020

May 13, 2020

BUY
$33.22 - $89.84 $78,864 - $213,280
2,374 New
2,374 $109,000

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 $58.9B
  • 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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