Clifford Swan Investment Counsel LLC Welltower Inc. Transaction History
Clifford Swan Investment Counsel LLC
- $2.68 Billion
- Q1 2024
A detailed history of Clifford Swan Investment Counsel LLC transactions in Welltower Inc. stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 2,406 shares of WELL stock, worth $256,190. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,406
Previous 2,406
-0.0%
Holding current value
$256,190
Previous $216,000
3.7%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding WELL
# of Institutions
1,025Shares Held
517MCall Options Held
1.3MPut Options Held
717K-
Vanguard Group Inc Valley Forge, PA89.2MShares$9.5 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY59.1MShares$6.3 Billion0.13% of portfolio
-
Cohen & Steers, Inc. New York, NY39.5MShares$4.21 Billion7.73% of portfolio
-
State Street Corp Boston, MA33.5MShares$3.57 Billion0.14% of portfolio
-
Capital International Investors Los Angeles, CA29.2MShares$3.11 Billion0.57% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $49.3B
- 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...