A detailed history of Essex Financial Services, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Essex Financial Services, Inc. holds 2,603 shares of WELL stock, worth $355,960. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,603
Previous 2,577 1.01%
Holding current value
$355,960
Previous $268,000 24.25%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 24, 2024

BUY
$104.0 - $129.74 $2,704 - $3,373
26 Added 1.01%
2,603 $333,000
Q2 2024

Aug 09, 2024

BUY
$88.31 - $105.01 $794 - $945
9 Added 0.35%
2,577 $268,000
Q2 2024

Jul 31, 2024

BUY
$88.31 - $105.01 $25,256 - $30,032
286 Added 12.53%
2,568 $267,000
Q1 2024

Apr 23, 2024

BUY
$86.51 - $94.25 $197,415 - $215,078
2,282 New
2,282 $213,000
Q1 2020

May 15, 2020

SELL
$33.22 - $89.84 $113,778 - $307,702
-3,425 Closed
0 $0
Q4 2019

Jan 30, 2020

BUY
$77.4 - $92.21 $15,480 - $18,442
200 Added 6.2%
3,425 $280,000
Q3 2019

Nov 04, 2019

SELL
$81.74 - $92.46 $12,179 - $13,776
-149 Reduced 4.42%
3,225 $292,000
Q4 2018

Feb 07, 2019

SELL
$61.6 - $74.72 $6,160 - $7,472
-100 Reduced 2.88%
3,374 $234,000
Q3 2018

Nov 05, 2018

SELL
$61.7 - $67.46 $35,477 - $38,789
-575 Reduced 14.2%
3,474 $223,000
Q1 2018

May 03, 2018

BUY
$52.03 - $64.14 $18,418 - $22,705
354 Added 9.58%
4,049 $220,000
Q4 2017

Feb 07, 2018

SELL
$63.27 - $69.55 $35,431 - $38,948
-560 Reduced 13.16%
3,695 $236,000
Q2 2017

Aug 07, 2017

BUY
N/A
4,255
4,255 $318,000

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 $63.4B
  • 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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