A detailed history of Coldstream Capital Management Inc transactions in Welltower Inc. stock. As of the latest transaction made, Coldstream Capital Management Inc holds 10,236 shares of WELL stock, worth $1.28 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,236
Previous 9,274 10.37%
Holding current value
$1.28 Million
Previous $966,000 35.61%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 15, 2024

BUY
$104.0 - $129.74 $100,048 - $124,809
962 Added 10.37%
10,236 $1.31 Million
Q2 2024

Aug 07, 2024

BUY
$88.31 - $105.01 $97,494 - $115,931
1,104 Added 13.51%
9,274 $966,000
Q1 2024

May 13, 2024

BUY
$86.51 - $94.25 $19,291 - $21,017
223 Added 2.81%
8,170 $763,000
Q4 2023

Feb 09, 2024

SELL
$79.31 - $91.87 $8,010 - $9,278
-101 Reduced 1.25%
7,947 $716,000
Q3 2023

Nov 02, 2023

SELL
$78.6 - $85.47 $37,177 - $40,427
-473 Reduced 5.55%
8,048 $659,000
Q2 2023

Aug 03, 2023

BUY
$70.38 - $81.95 $167,926 - $195,532
2,386 Added 38.89%
8,521 $689,000
Q1 2023

May 15, 2023

BUY
$65.76 - $78.05 $60,696 - $72,040
923 Added 17.71%
6,135 $439,000
Q4 2022

Jan 10, 2023

BUY
$57.37 - $71.58 $82,555 - $103,003
1,439 Added 38.14%
5,212 $0
Q2 2022

Aug 08, 2022

BUY
$77.45 - $97.82 $292,218 - $369,074
3,773 New
3,773 $311,000
Q2 2022

Aug 08, 2022

SELL
$77.45 - $97.82 $279,207 - $352,641
-3,605 Closed
0 $0
Q1 2022

May 11, 2022

BUY
$79.67 - $98.31 $28,442 - $35,096
357 Added 10.99%
3,605 $347,000
Q4 2021

Feb 11, 2022

BUY
$79.36 - $87.07 $257,761 - $282,803
3,248 New
3,248 $279,000

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 $57.8B
  • 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 Coldstream Capital Management Inc Portfolio

Follow Coldstream Capital Management Inc 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 Coldstream Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Coldstream Capital Management Inc with notifications on news.