Beacon Financial Planning, Inc Welltower Inc. Transaction History
Beacon Financial Planning, Inc
- $162 Billion
- Q3 2024
A detailed history of Beacon Financial Planning, Inc transactions in Welltower Inc. stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 13,422 shares of WELL stock, worth $1.79 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
13,422
Previous 2,321
478.29%
Holding current value
$1.79 Million
Previous $242 Million
610.05%
% of portfolio
1.06%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding WELL
# of Institutions
1,121Shares Held
575MCall Options Held
951KPut Options Held
1.54M-
Vanguard Group Inc Valley Forge, PA94.4MShares$12.6 Billion0.19% of portfolio
-
Black Rock Inc. New York, NY59MShares$7.88 Billion0.14% of portfolio
-
Cohen & Steers, Inc. New York, NY38.9MShares$5.2 Billion8.5% of portfolio
-
Capital International Investors Los Angeles, CA35.9MShares$4.8 Billion0.79% of portfolio
-
State Street Corp Boston, MA35.6MShares$4.76 Billion0.16% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $61.9B
- 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...