A detailed history of Caldwell Trust CO transactions in Welltower Inc. stock. As of the latest transaction made, Caldwell Trust CO holds 410 shares of WELL stock, worth $79,466. This represents 0.01% of its overall portfolio holdings.

Number of Shares
410
Previous 410 -0.0%
Holding current value
$79,466
Previous $63 Million 15.88%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025

BUY
$136.49 - $155.22 $55,960 - $63,640
410 New
410 $63 Million
Q1 2024

Sep 24, 2025

BUY
$86.51 - $94.25 $17,302 - $18,850
200 Added 48.78%
610 $57 Million
Q1 2023

Oct 01, 2025

BUY
$65.76 - $78.05 $13,152 - $15,610
200 Added 48.78%
610 $43.7 Million
Q3 2022

Oct 01, 2025

BUY
$63.33 - $86.34 $12,666 - $17,268
200 Added 48.78%
610 $39.2 Million
Q1 2022

Oct 01, 2025

BUY
$79.67 - $98.31 $15,934 - $19,662
200 Added 48.78%
610 $58.6 Million
Q3 2021

Oct 02, 2025

SELL
$82.4 - $89.68 $49,440 - $53,808
-600 Reduced 49.59%
610 $50.3 Million
Q1 2021

Oct 02, 2025

BUY
$59.79 - $74.55 $47,832 - $59,640
800 Added 195.12%
1,210 $86.7 Million
Q4 2020

Oct 02, 2025

BUY
$52.26 - $67.84 $41,808 - $54,272
800 Added 195.12%
1,210 $78.2 Million
Q3 2020

Oct 02, 2025

BUY
$49.2 - $61.12 $26,026 - $32,332
529 Added 30.04%
2,290 $126 Million
Q1 2020

Oct 02, 2025

BUY
$33.22 - $89.84 $44,880 - $121,373
1,351 Added 329.51%
1,761 $80.6 Million
Q4 2019

Oct 06, 2025

BUY
$77.4 - $92.21 $104,567 - $124,575
1,351 Added 329.51%
1,761 $144 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 $89.8B
  • 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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