A detailed history of Baystate Wealth Management LLC transactions in Welltower Inc. stock. As of the latest transaction made, Baystate Wealth Management LLC holds 3 shares of WELL stock, worth $413. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3
Previous 2 50.0%
Holding current value
$413
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$79.31 - $91.87 $79 - $91
1 Added 50.0%
3 $0
Q2 2023

Sep 21, 2023

BUY
$70.38 - $81.95 $140 - $163
2 New
2 $0
Q2 2023

Aug 02, 2023

BUY
$70.38 - $81.95 $2.01 Million - $2.34 Million
28,594 New
28,594 $2.31 Million
Q1 2023

Apr 25, 2023

BUY
$65.76 - $78.05 $131 - $156
2 New
2 $0
Q3 2019

Oct 30, 2019

SELL
$81.74 - $92.46 $6,620 - $7,489
-81 Closed
0 $0
Q2 2019

Jul 02, 2019

BUY
$71.76 - $84.63 $5,812 - $6,855
81 New
81 $7,000
Q1 2018

Apr 24, 2018

SELL
$52.03 - $64.14 $13,007 - $16,035
-250 Closed
0 $0
Q3 2017

Oct 10, 2017

BUY
$69.91 - $75.36 $17,477 - $18,840
250
250 $17,000

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 $63.9B
  • 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 Baystate Wealth Management LLC Portfolio

Follow Baystate 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 Baystate Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baystate Wealth Management LLC with notifications on news.