A detailed history of Capital Investment Advisory Services, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 1,690 shares of WELL stock, worth $234,842. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,690
Holding current value
$234,842
% of portfolio
0.02%

Shares

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

Oct 30, 2024

BUY
$104.0 - $129.74 $175,760 - $219,260
1,690 New
1,690 $216,000
Q1 2020

Apr 28, 2020

SELL
$33.22 - $89.84 $228,819 - $618,817
-6,888 Closed
0 $0
Q4 2019

Feb 04, 2020

SELL
$77.4 - $92.21 $34,210 - $40,756
-442 Reduced 6.03%
6,888 $563,000
Q3 2019

Oct 17, 2019

SELL
$81.74 - $92.46 $8,173 - $9,246
-100 Reduced 1.35%
7,330 $664,000
Q2 2019

Aug 08, 2019

BUY
$71.76 - $84.63 $24,685 - $29,112
344 Added 4.85%
7,430 $617,000
Q1 2019

Apr 23, 2019

SELL
$67.29 - $78.72 $11,573 - $13,539
-172 Reduced 2.37%
7,086 $550,000
Q4 2018

Feb 04, 2019

SELL
$61.6 - $74.72 $2,464 - $2,988
-40 Reduced 0.55%
7,258 $504,000
Q3 2018

Oct 30, 2018

BUY
$61.7 - $67.46 $4,257 - $4,654
69 Added 0.95%
7,298 $469,000
Q2 2018

Oct 31, 2018

BUY
$50.01 - $62.69 $361,522 - $453,186
7,229 New
7,229 $453,000
Q2 2018

Aug 01, 2018

SELL
$50.01 - $62.69 $297,709 - $373,193
-5,953 Closed
0 $0
Q1 2018

Oct 31, 2018

BUY
$52.03 - $64.14 $309,734 - $381,825
5,953 New
5,953 $324,000

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 $64.4B
  • 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
Track This Portfolio

Track Capital Investment Advisory Services, LLC Portfolio

Follow Capital Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisory Services, LLC with notifications on news.