A detailed history of Colonial Trust Advisors transactions in Welltower Inc. stock. As of the latest transaction made, Colonial Trust Advisors holds 1,717 shares of WELL stock, worth $214,144. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,717
Previous 1,717 -0.0%
Holding current value
$214,144
Previous $178,000 23.03%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 14, 2024

SELL
$88.31 - $105.01 $353 - $420
-4 Reduced 0.23%
1,717 $178,000
Q1 2024

May 13, 2024

SELL
$86.51 - $94.25 $2,249 - $2,450
-26 Reduced 1.49%
1,721 $160,000
Q4 2023

Feb 14, 2024

BUY
$79.31 - $91.87 $158 - $183
2 Added 0.11%
1,747 $157,000
Q2 2023

Aug 14, 2023

BUY
$70.38 - $81.95 $140 - $163
2 Added 0.11%
1,745 $141,000
Q4 2022

Feb 14, 2023

BUY
$57.37 - $71.58 $99,995 - $124,763
1,743 New
1,743 $114,000
Q1 2020

May 06, 2020

SELL
$33.22 - $89.84 $104,643 - $282,996
-3,150 Closed
0 $0
Q4 2019

Feb 14, 2020

SELL
$77.4 - $92.21 $38,700 - $46,105
-500 Reduced 13.7%
3,150 $258,000
Q3 2019

Nov 15, 2019

BUY
$81.74 - $92.46 $20,435 - $23,115
250 Added 7.35%
3,650 $331,000
Q2 2019

Aug 21, 2019

SELL
$71.76 - $84.63 $60,996 - $71,935
-850 Reduced 20.0%
3,400 $277,000
Q1 2019

May 15, 2019

BUY
$67.29 - $78.72 $30,280 - $35,424
450 Added 11.84%
4,250 $330,000
Q4 2018

Feb 12, 2019

SELL
$61.6 - $74.72 $33,880 - $41,096
-550 Reduced 12.64%
3,800 $264,000
Q2 2018

Aug 14, 2018

SELL
$50.01 - $62.69 $32,506 - $40,748
-650 Reduced 13.0%
4,350 $273,000
Q1 2018

May 10, 2018

SELL
$52.03 - $64.14 $63,736 - $78,571
-1,225 Reduced 19.68%
5,000 $272,000
Q4 2017

Feb 21, 2018

BUY
$63.27 - $69.55 $49,034 - $53,901
775 Added 14.22%
6,225 $397,000
Q3 2017

Nov 14, 2017

BUY
$69.91 - $75.36 $29,711 - $32,028
425 Added 8.46%
5,450 $383,000
Q2 2017

Aug 14, 2017

BUY
N/A
5,025
5,025 $376,000

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 Colonial Trust Advisors Portfolio

Follow Colonial Trust Advisors 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 Colonial Trust Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Colonial Trust Advisors with notifications on news.