A detailed history of Evanson Asset Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Evanson Asset Management, LLC holds 3,780 shares of WELL stock, worth $499,867. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,780
Previous 3,771 0.24%
Holding current value
$499,867
Previous $482,000 1.24%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$123.11 - $139.3 $1,107 - $1,253
9 Added 0.24%
3,780 $476,000
Q3 2024

Oct 07, 2024

BUY
$104.0 - $129.74 $1,040 - $1,297
10 Added 0.27%
3,771 $482,000
Q2 2024

Jul 12, 2024

BUY
$88.31 - $105.01 $883 - $1,050
10 Added 0.27%
3,761 $392,000
Q1 2024

Apr 12, 2024

BUY
$86.51 - $94.25 $951 - $1,036
11 Added 0.29%
3,751 $350,000
Q4 2023

Jan 18, 2024

BUY
$79.31 - $91.87 $951 - $1,102
12 Added 0.32%
3,740 $337,000
Q3 2023

Oct 19, 2023

BUY
$78.6 - $85.47 $293,020 - $318,632
3,728 New
3,728 $305,000
Q4 2019

Jan 13, 2020

SELL
$77.4 - $92.21 $171,673 - $204,521
-2,218 Closed
0 $0
Q3 2019

Oct 11, 2019

BUY
$81.74 - $92.46 $181,299 - $205,076
2,218 New
2,218 $201,000

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 $61.3B
  • 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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