A detailed history of Capital Group Private Client Services, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 171,687 shares of WELL stock, worth $22.7 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
171,687
Previous 73,743 132.82%
Holding current value
$22.7 Million
Previous $7.69 Million 185.87%
% of portfolio
0.22%
Previous 0.08%

Shares

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

Nov 13, 2024

BUY
$104.0 - $129.74 $10.2 Million - $12.7 Million
97,944 Added 132.82%
171,687 $22 Million
Q2 2024

Aug 13, 2024

BUY
$88.31 - $105.01 $2.85 Million - $3.38 Million
32,224 Added 77.61%
73,743 $7.69 Million
Q1 2024

May 14, 2024

BUY
$86.51 - $94.25 $656,178 - $714,886
7,585 Added 22.35%
41,519 $3.88 Million
Q4 2023

Feb 13, 2024

SELL
$79.31 - $91.87 $109,209 - $126,504
-1,377 Reduced 3.9%
33,934 $3.06 Million
Q3 2023

Nov 13, 2023

SELL
$78.6 - $85.47 $67,124 - $72,991
-854 Reduced 2.36%
35,311 $2.89 Million
Q2 2023

Aug 11, 2023

BUY
$70.38 - $81.95 $2.55 Million - $2.96 Million
36,165 New
36,165 $2.93 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 $61.3B
  • 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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