A detailed history of Bartlett & Co. Wealth Management LLC transactions in Welltower Inc. stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 66 shares of WELL stock, worth $8,383. This represents 0.0% of its overall portfolio holdings.

Number of Shares
66
Previous 7 842.86%
Holding current value
$8,383
Previous $654,000 952.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 12, 2024

BUY
$88.31 - $105.01 $5,210 - $6,195
59 Added 842.86%
66 $6.88 Million
Q1 2024

May 09, 2024

BUY
$86.51 - $94.25 $605 - $659
7 New
7 $654,000
Q2 2022

Feb 14, 2024

SELL
$77.45 - $97.82 $3,872 - $4,891
-50 Closed
0 $0
Q3 2021

Feb 13, 2024

SELL
$82.4 - $89.68 $824 - $896
-10 Reduced 16.67%
50 $4.12 Million
Q4 2020

Feb 13, 2024

BUY
$52.26 - $67.84 $522 - $678
10 Added 20.0%
60 $3.88 Million
Q2 2020

Feb 13, 2024

SELL
$37.26 - $61.65 $14,531 - $24,043
-390 Reduced 88.64%
50 $2.59 Million
Q4 2019

Feb 13, 2024

BUY
$77.4 - $92.21 $15,480 - $18,442
200 Added 83.33%
440 $36 Million
Q3 2019

Feb 13, 2024

SELL
$81.74 - $92.46 $24,767 - $28,015
-303 Reduced 55.8%
240 $21.8 Million
Q2 2019

Feb 13, 2024

BUY
$71.76 - $84.63 $215 - $253
3 Added 0.56%
543 $44.3 Million
Q1 2019

Feb 13, 2024

BUY
$67.29 - $78.72 $269 - $314
4 Added 0.75%
540 $41.9 Million
Q4 2018

Feb 13, 2024

BUY
$61.6 - $74.72 $3,264 - $3,960
53 Added 10.97%
536 $37.2 Million
Q3 2018

Feb 13, 2024

BUY
$61.7 - $67.46 $246 - $269
4 Added 0.84%
483 $31.1 Million
Q2 2018

Feb 13, 2024

BUY
$50.01 - $62.69 $200 - $250
4 Added 0.84%
479 $30 Million
Q1 2018

Feb 13, 2024

BUY
$52.03 - $64.14 $24,714 - $30,466
475 New
475 $25.8 Million

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
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.