A detailed history of Beacon Pointe Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 18,301 shares of WELL stock, worth $2.28 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,301
Previous 18,443 0.77%
Holding current value
$2.28 Million
Previous $1.92 Million 21.85%
% of portfolio
0.03%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$104.0 - $129.74 $14,768 - $18,423
-142 Reduced 0.77%
18,301 $2.34 Million
Q2 2024

Aug 12, 2024

BUY
$88.31 - $105.01 $89,104 - $105,955
1,009 Added 5.79%
18,443 $1.92 Million
Q1 2024

May 14, 2024

SELL
$86.51 - $94.25 $409,711 - $446,368
-4,736 Reduced 21.36%
17,434 $1.63 Million
Q4 2023

Feb 08, 2024

BUY
$79.31 - $91.87 $31,882 - $36,931
402 Added 1.85%
22,170 $2 Million
Q3 2023

Nov 14, 2023

BUY
$78.6 - $85.47 $23,580 - $25,641
300 Added 1.4%
21,768 $1.78 Million
Q2 2023

Aug 11, 2023

SELL
$70.38 - $81.95 $130,766 - $152,263
-1,858 Reduced 7.97%
21,468 $1.74 Million
Q1 2023

May 12, 2023

BUY
$65.76 - $78.05 $87,197 - $103,494
1,326 Added 6.03%
23,326 $1.67 Million
Q4 2022

Feb 14, 2023

BUY
$57.37 - $71.58 $359,078 - $448,019
6,259 Added 39.76%
22,000 $1.44 Million
Q3 2022

Nov 09, 2022

SELL
$63.33 - $86.34 $227,608 - $310,305
-3,594 Reduced 18.59%
15,741 $1.01 Million
Q2 2022

Aug 11, 2022

SELL
$77.45 - $97.82 $71,331 - $90,092
-921 Reduced 4.55%
19,335 $1.59 Million
Q1 2022

May 17, 2022

BUY
$79.67 - $98.31 $585,813 - $722,873
7,353 Added 56.99%
20,256 $1.95 Million
Q4 2021

Feb 14, 2022

BUY
$79.36 - $87.07 $71,185 - $78,101
897 Added 7.47%
12,903 $1.11 Million
Q3 2021

Nov 15, 2021

BUY
$82.4 - $89.68 $737,480 - $802,636
8,950 Added 292.87%
12,006 $989,000
Q2 2021

Aug 17, 2021

BUY
$71.04 - $84.02 $217,098 - $256,765
3,056 New
3,056 $254,000

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 $57.8B
  • 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
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