A detailed history of Cary Street Partners Investment Advisory LLC transactions in Welltower Inc. stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 3,275 shares of WELL stock, worth $451,557. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,275
Previous 3,101 5.61%
Holding current value
$451,557
Previous $323,000 29.72%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 30, 2024

BUY
$104.0 - $129.74 $18,096 - $22,574
174 Added 5.61%
3,275 $419,000
Q2 2024

Jul 22, 2024

BUY
$88.31 - $105.01 $273,849 - $325,636
3,101 New
3,101 $323,000
Q3 2023

Nov 13, 2023

SELL
$78.6 - $85.47 $11,397 - $12,393
-145 Reduced 9.87%
1,324 $108,000
Q4 2022

Feb 14, 2023

BUY
$57.37 - $71.58 $84,276 - $105,151
1,469 New
1,469 $96,000
Q1 2021

May 17, 2021

SELL
$59.79 - $74.55 $274,615 - $342,408
-4,593 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$52.26 - $67.84 $133,628 - $173,466
2,557 Added 125.59%
4,593 $297,000
Q3 2020

Nov 12, 2020

BUY
$49.2 - $61.12 $100,171 - $124,440
2,036 New
2,036 $112,000

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 $63.9B
  • 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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