Barnes Pettey Financial Advisors, LLC Welltower Inc. Transaction History
Barnes Pettey Financial Advisors, LLC
- $130 Million
- Q4 2024
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 2,352 shares of WELL stock, worth $335,371. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,352
Previous 2,502
6.0%
Holding current value
$335,371
Previous $320,000
7.5%
% of portfolio
0.23%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding WELL
# of Institutions
1,178Shares Held
550MCall Options Held
1.1MPut Options Held
2.11M-
Vanguard Group Inc Valley Forge, PA95.7MShares$13.6 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY59MShares$8.41 Billion0.14% of portfolio
-
Cohen & Steers, Inc. New York, NY38MShares$5.42 Billion8.66% of portfolio
-
Capital International Investors Los Angeles, CA36.8MShares$5.24 Billion0.93% of portfolio
-
State Street Corp Boston, MA35.6MShares$5.08 Billion0.19% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $66.1B
- 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...