A detailed history of Clearstead Trust, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Clearstead Trust, LLC holds 695 shares of WELL stock, worth $94,533. This represents 0.02% of its overall portfolio holdings.

Number of Shares
695
Previous 715 2.8%
Holding current value
$94,533
Previous $74,000 18.92%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024

SELL
$104.0 - $129.74 $2,080 - $2,594
-20 Reduced 2.8%
695 $88,000
Q2 2023

Aug 08, 2023

SELL
$70.38 - $81.95 $162,507 - $189,222
-2,309 Reduced 76.36%
715 $57,000
Q1 2023

May 10, 2023

SELL
$65.76 - $78.05 $1,052 - $1,248
-16 Reduced 0.53%
3,024 $216,000
Q2 2021

Aug 12, 2021

BUY
$71.04 - $84.02 $50,793 - $60,074
715 Added 30.75%
3,040 $252,000
Q1 2021

Apr 30, 2021

SELL
$59.79 - $74.55 $42,749 - $53,303
-715 Reduced 23.52%
2,325 $167,000
Q2 2018

Aug 20, 2018

BUY
$50.01 - $62.69 $35,757 - $44,823
715 Added 30.75%
3,040 $191,000
Q1 2018

May 15, 2018

SELL
$52.03 - $64.14 $493,244 - $608,047
-9,480 Reduced 80.3%
2,325 $127,000
Q4 2017

Feb 14, 2018

BUY
$63.27 - $69.55 $47,768 - $52,510
755 Added 6.83%
11,805 $753,000
Q3 2017

Nov 17, 2017

SELL
$69.91 - $75.36 $1.17 Million - $1.26 Million
-16,764 Reduced 60.27%
11,050 $777,000
Q2 2017

Aug 21, 2017

BUY
N/A
27,814
27,814 $1.79 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 $63B
  • 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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