A detailed history of Captrust Financial Advisors transactions in Welltower Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 82,524 shares of WELL stock, worth $10.6 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
82,524
Previous 86,636 4.75%
Holding current value
$10.6 Million
Previous $8.1 Million 6.28%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 14, 2024

SELL
$88.31 - $105.01 $363,130 - $431,801
-4,112 Reduced 4.75%
82,524 $8.6 Million
Q1 2024

May 15, 2024

SELL
$86.51 - $94.25 $200,184 - $218,094
-2,314 Reduced 2.6%
86,636 $8.1 Million
Q4 2023

Feb 14, 2024

BUY
$79.31 - $91.87 $35,689 - $41,341
450 Added 0.51%
88,950 $8.02 Million
Q3 2023

Nov 14, 2023

SELL
$78.6 - $85.47 $5,816 - $6,324
-74 Reduced 0.08%
88,500 $7.25 Million
Q2 2023

Aug 14, 2023

BUY
$70.38 - $81.95 $1.2 Million - $1.4 Million
17,099 Added 23.92%
88,574 $7.16 Million
Q1 2023

May 15, 2023

SELL
$65.76 - $78.05 $657 - $780
-10 Reduced 0.01%
71,475 $5.12 Million
Q4 2022

Feb 15, 2023

BUY
$57.37 - $71.58 $47,272 - $58,981
824 Added 1.17%
71,485 $4.68 Million
Q3 2022

Nov 16, 2022

BUY
$63.33 - $86.34 $4.47 Million - $6.1 Million
70,661 New
70,661 $4.55 Million
Q2 2022

Aug 16, 2022

BUY
$77.45 - $97.82 $5.46 Million - $6.9 Million
70,488 New
70,488 $5.81 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 $59.3B
  • 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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