A detailed history of Drake & Associates, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Drake & Associates, LLC holds 4,971 shares of WELL stock, worth $681,076. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,971
Previous 5,233 5.01%
Holding current value
$681,076
Previous $545,000 16.7%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Oct 16, 2024

SELL
$104.0 - $129.74 $27,248 - $33,991
-262 Reduced 5.01%
4,971 $636,000
Q2 2024

Aug 05, 2024

BUY
$88.31 - $105.01 $25,521 - $30,347
289 Added 5.85%
5,233 $545,000
Q1 2024

May 09, 2024

SELL
$86.51 - $94.25 $173 - $188
-2 Reduced 0.04%
4,944 $461,000
Q4 2023

Jan 30, 2024

BUY
$79.31 - $91.87 $392,267 - $454,389
4,946 New
4,946 $445,000

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 $63.5B
  • 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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