A detailed history of Creative One Wealth, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Creative One Wealth, LLC holds 9,737 shares of WELL stock, worth $1.32 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,737
Previous 9,174 6.14%
Holding current value
$1.32 Million
Previous $956,000 30.33%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 13, 2024

BUY
$104.0 - $129.74 $58,552 - $73,043
563 Added 6.14%
9,737 $1.25 Million
Q2 2024

Aug 14, 2024

BUY
$88.31 - $105.01 $269,610 - $320,595
3,053 Added 49.88%
9,174 $956,000
Q1 2024

May 14, 2024

BUY
$86.51 - $94.25 $63,065 - $68,708
729 Added 13.52%
6,121 $572,000
Q4 2023

Feb 09, 2024

BUY
$79.31 - $91.87 $196,133 - $227,194
2,473 Added 84.72%
5,392 $486,000
Q3 2023

Oct 17, 2023

SELL
$78.6 - $85.47 $21,379 - $23,247
-272 Reduced 8.52%
2,919 $239,000
Q2 2023

Aug 16, 2023

BUY
$70.38 - $81.95 $224,582 - $261,502
3,191 New
3,191 $258,000
Q1 2023

May 15, 2023

BUY
$65.76 - $78.05 $199,055 - $236,257
3,027 New
3,027 $217,000

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 $63B
  • 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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