A detailed history of Crewe Advisors LLC transactions in Welltower Inc. stock. As of the latest transaction made, Crewe Advisors LLC holds 68 shares of WELL stock, worth $8,540. This represents 0.0% of its overall portfolio holdings.

Number of Shares
68
Previous 63 7.94%
Holding current value
$8,540
Previous $6,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$104.0 - $129.74 $520 - $648
5 Added 7.94%
68 $8,000
Q2 2024

Jul 29, 2024

SELL
$88.31 - $105.01 $11,656 - $13,861
-132 Reduced 67.69%
63 $6,000
Q1 2024

May 13, 2024

BUY
$86.51 - $94.25 $16,869 - $18,378
195 New
195 $18,000
Q2 2023

Jul 28, 2023

BUY
$70.38 - $81.95 $140 - $163
2 New
2 $0
Q3 2022

Nov 14, 2022

BUY
$63.33 - $86.34 $3,166 - $4,317
50 Added 30.67%
213 $14,000
Q2 2022

Aug 02, 2022

BUY
$77.45 - $97.82 $7,745 - $9,782
100 Added 158.73%
163 $13,000
Q2 2021

Aug 11, 2021

SELL
$71.04 - $84.02 $6,606 - $7,813
-93 Reduced 59.62%
63 $5,000
Q4 2020

Jan 27, 2021

BUY
$52.26 - $67.84 $6,950 - $9,022
133 Added 578.26%
156 $10,000
Q3 2020

Oct 13, 2020

BUY
$49.2 - $61.12 $1,131 - $1,405
23 New
23 $1,000
Q3 2018

Nov 13, 2018

SELL
$61.7 - $67.46 $62,440 - $68,269
-1,012 Closed
0 $0
Q2 2018

Aug 07, 2018

BUY
$50.01 - $62.69 $25,305 - $31,721
506 Added 100.0%
1,012 $60,000
Q1 2018

May 07, 2018

SELL
$52.03 - $64.14 $1,040 - $1,282
-20 Reduced 3.8%
506 $28,000
Q4 2017

Feb 09, 2018

BUY
$63.27 - $69.55 $33,280 - $36,583
526
526 $34,000

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 $58.2B
  • 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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