A detailed history of Concord Wealth Partners transactions in Welltower Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 140 shares of WELL stock, worth $14,907. This represents 0.0% of its overall portfolio holdings.

Number of Shares
140
Previous 140 -0.0%
Holding current value
$14,907
Previous $12,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 30, 2024

BUY
$79.31 - $91.87 $79 - $91
1 Added 0.72%
140 $12,000
Q4 2023

Feb 05, 2024

BUY
$79.31 - $91.87 $79 - $91
1 Added 0.72%
140 $12,000
Q3 2023

Apr 30, 2024

SELL
$78.6 - $85.47 $78 - $85
-1 Reduced 0.71%
139 $11,000
Q3 2023

Oct 25, 2023

BUY
$78.6 - $85.47 $78 - $85
1 Added 0.72%
139 $11,000
Q2 2023

Aug 07, 2023

BUY
$70.38 - $81.95 $70 - $81
1 Added 0.73%
138 $11,000
Q1 2023

Apr 26, 2023

BUY
$65.76 - $78.05 $9,009 - $10,692
137 New
137 $9,000
Q2 2022

Aug 04, 2022

SELL
$77.45 - $97.82 $619 - $782
-8 Closed
0 $0
Q4 2021

Jan 21, 2022

BUY
$79.36 - $87.07 $634 - $696
8 New
8 $1,000
Q3 2021

Nov 09, 2021

SELL
$82.4 - $89.68 $3,131 - $3,407
-38 Closed
0 $0
Q2 2021

Jul 29, 2021

SELL
$71.04 - $84.02 $20,033 - $23,693
-282 Reduced 88.13%
38 $3,000
Q1 2021

May 13, 2021

SELL
$59.79 - $74.55 $2,032 - $2,534
-34 Reduced 9.6%
320 $23,000
Q4 2020

Feb 16, 2021

BUY
$52.26 - $67.84 $18,500 - $24,015
354 New
354 $23,000

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 $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...
More about WELL
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