A detailed history of Capital Advisors, Ltd. LLC transactions in Welltower Inc. stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 184 shares of WELL stock, worth $23,373. This represents 0.0% of its overall portfolio holdings.

Number of Shares
184
Previous 157 17.2%
Holding current value
$23,373
Previous $15,000 26.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 25, 2024

BUY
$88.31 - $105.01 $2,384 - $2,835
27 Added 17.2%
184 $19,000
Q1 2024

Apr 18, 2024

BUY
$86.51 - $94.25 $778 - $848
9 Added 6.08%
157 $15,000
Q3 2023

Oct 27, 2023

SELL
$78.6 - $85.47 $78 - $85
-1 Reduced 0.67%
148 $12,000
Q2 2023

Jul 26, 2023

BUY
$70.38 - $81.95 $10,134 - $11,800
144 Added 2880.0%
149 $12,000
Q1 2023

May 03, 2023

BUY
$65.76 - $78.05 $328 - $390
5 New
5 $0
Q2 2022

Aug 05, 2022

BUY
$77.45 - $97.82 $619 - $782
8 Added 88.89%
17 $1,000
Q1 2022

May 09, 2022

BUY
$79.67 - $98.31 $239 - $294
3 Added 50.0%
9 $1,000
Q4 2021

Feb 08, 2022

BUY
$79.36 - $87.07 $476 - $522
6 New
6 $1,000
Q4 2017

Jan 16, 2018

SELL
$63.27 - $69.55 $30,053 - $33,036
-475 Closed
0 $0
Q3 2017

Oct 25, 2017

BUY
$69.91 - $75.36 $33,207 - $35,796
475
475 $33,000

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 $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
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