Baron Silver Stevens Financial Advisors, LLC Welltower Inc. Transaction History

Baron Silver Stevens Financial Advisors, LLC

$527 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$59.79 - $74.55 $13,691 - $17,071	-229 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$52.26 - $67.84 $11,967 - $15,535	229 New	229 $14,000

Others Institutions Holding WELL

# of Institutions

1,077

Shares Held

570M

Call Options Held

951K

Put Options Held

1.54M

Vanguard Group Inc Valley Forge, PA

94.4M
Shares

$11.9 Billion
0.19% of portfolio
Black Rock Inc. New York, NY

59M
Shares

$7.41 Billion
0.14% of portfolio
Cohen & Steers, Inc. New York, NY

38.9M
Shares

$4.89 Billion
8.5% of portfolio
Capital International Investors Los Angeles, CA

35.9M
Shares

$4.51 Billion
0.79% of portfolio
State Street Corp Boston, MA

35.6M
Shares

$4.47 Billion
0.16% of portfolio

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $58.2B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Silver Stevens Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Silver Stevens Financial Advisors, LLC with notifications on news.

Account