A detailed history of Dogwood Wealth Management LLC transactions in Welltower Inc. stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 4,416 shares of WELL stock, worth $669,112. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,416
Previous 1,121 293.93%
Holding current value
$669,112
Previous $105 Million 439.6%
% of portfolio
0.33%
Previous 0.07%

Shares

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

Feb 28, 2025

BUY
$104.0 - $129.74 $342,680 - $427,493
3,295 Added 293.93%
4,416 $565 Million
Q1 2024

Feb 28, 2025

BUY
$86.51 - $94.25 $22,319 - $24,316
258 Added 29.9%
1,121 $105 Million
Q4 2023

Feb 28, 2025

BUY
$79.31 - $91.87 $68,444 - $79,283
863 New
863 $77.8 Million

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 $70.2B
  • 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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