Concurrent Investment Advisors, LLC Welltower Inc. Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,257 shares of WELL stock, worth $769,024. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,257
Previous 7,681
5.52%
Holding current value
$769,024
Previous $693 Million
2.1%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding WELL
# of Institutions
1,023Shares Held
517MCall Options Held
1.3MPut Options Held
717K-
Vanguard Group Inc Valley Forge, PA89.2MShares$9.45 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY59.1MShares$6.27 Billion0.13% of portfolio
-
Cohen & Steers, Inc. New York, NY39.5MShares$4.19 Billion7.73% of portfolio
-
State Street Corp Boston, MA33.5MShares$3.56 Billion0.14% of portfolio
-
Capital International Investors Los Angeles, CA29.2MShares$3.1 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 $49.1B
- 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...