A detailed history of Diversified Trust CO transactions in Welltower Inc. stock. As of the latest transaction made, Diversified Trust CO holds 3,955 shares of WELL stock, worth $419,111. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,955
Previous 5,716 30.81%
Holding current value
$419,111
Previous $515,000 28.35%
% of portfolio
0.01%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$86.51 - $94.25 $152,344 - $165,974
-1,761 Reduced 30.81%
3,955 $369,000
Q4 2023

Jan 08, 2024

BUY
$79.31 - $91.87 $153,306 - $177,584
1,933 Added 51.1%
5,716 $515,000
Q3 2023

Nov 17, 2023

BUY
$78.6 - $85.47 $6,759 - $7,350
86 Added 2.33%
3,783 $309,000
Q2 2023

Jul 18, 2023

BUY
$70.38 - $81.95 $7,178 - $8,358
102 Added 2.84%
3,697 $299,000
Q1 2023

Apr 07, 2023

BUY
$65.76 - $78.05 $236,407 - $280,589
3,595 New
3,595 $257,000
Q4 2020

Jan 08, 2021

SELL
$52.26 - $67.84 $193,780 - $251,550
-3,708 Closed
0 $0
Q3 2020

Oct 15, 2020

BUY
$49.2 - $61.12 $182,433 - $226,632
3,708 New
3,708 $204,000

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 $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...
More about WELL
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