A detailed history of Concurrent Investment Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 19,263 shares of WELL stock, worth $2.64 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
19,263
Previous 19,349 0.44%
Holding current value
$2.64 Million
Previous $2.02 Billion 22.27%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 30, 2024

SELL
$104.0 - $129.74 $8,944 - $11,157
-86 Reduced 0.44%
19,263 $2.47 Billion
Q2 2024

Jul 30, 2024

BUY
$88.31 - $105.01 $1.07 Million - $1.27 Million
12,092 Added 166.63%
19,349 $2.02 Billion
Q1 2024

May 07, 2024

SELL
$86.51 - $94.25 $36,680 - $39,962
-424 Reduced 5.52%
7,257 $678 Million
Q4 2023

Apr 15, 2024

BUY
$79.31 - $91.87 $609,180 - $705,653
7,681 New
7,681 $693 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 $63.4B
  • 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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