A detailed history of Dakota Wealth Management transactions in Welltower Inc. stock. As of the latest transaction made, Dakota Wealth Management holds 7,955 shares of WELL stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,955
Previous 6,925 14.87%
Holding current value
$1.02 Million
Previous $647,000 28.13%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$88.31 - $105.01 $90,959 - $108,160
1,030 Added 14.87%
7,955 $829,000
Q1 2024

Apr 24, 2024

BUY
$86.51 - $94.25 $118,259 - $128,839
1,367 Added 24.6%
6,925 $647,000
Q4 2023

Jan 30, 2024

BUY
$79.31 - $91.87 $440,804 - $510,613
5,558 New
5,558 $501,000

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 $59.3B
  • 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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