A detailed history of Dynamic Advisor Solutions LLC transactions in Welltower Inc. stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 3,138 shares of WELL stock, worth $405,523. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,138
Previous 3,082 1.82%
Holding current value
$405,523
Previous $321,000 24.92%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 07, 2024

BUY
$104.0 - $129.74 $5,824 - $7,265
56 Added 1.82%
3,138 $401,000
Q2 2024

Jul 15, 2024

SELL
$88.31 - $105.01 $56,165 - $66,786
-636 Reduced 17.11%
3,082 $321,000
Q1 2024

Apr 12, 2024

BUY
$86.51 - $94.25 $9,170 - $9,990
106 Added 2.93%
3,718 $347,000
Q4 2023

Jan 10, 2024

BUY
$79.31 - $91.87 $28,789 - $33,348
363 Added 11.17%
3,612 $325,000
Q3 2023

Oct 10, 2023

BUY
$78.6 - $85.47 $255,371 - $277,692
3,249 New
3,249 $266,000
Q3 2020

Oct 27, 2020

SELL
$49.2 - $61.12 $602,158 - $748,047
-12,239 Closed
0 $0
Q2 2020

Aug 05, 2020

BUY
$37.26 - $61.65 $456,025 - $754,534
12,239 New
12,239 $633,000

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 $59.9B
  • 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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