A detailed history of Evergreen Capital Management LLC transactions in Welltower Inc. stock. As of the latest transaction made, Evergreen Capital Management LLC holds 3,238 shares of WELL stock, worth $414,464. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,238
Previous 2,640 22.65%
Holding current value
$414,464
Previous $246,000 36.99%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$88.31 - $105.01 $52,809 - $62,795
598 Added 22.65%
3,238 $337,000
Q1 2024

May 15, 2024

BUY
$86.51 - $94.25 $1,730 - $1,885
20 Added 0.76%
2,640 $246,000
Q4 2023

Feb 14, 2024

SELL
$79.31 - $91.87 $6,899 - $7,992
-87 Reduced 3.21%
2,620 $236,000
Q3 2023

Nov 14, 2023

BUY
$78.6 - $85.47 $17,213 - $18,717
219 Added 8.8%
2,707 $221,000
Q2 2023

Aug 14, 2023

SELL
$70.38 - $81.95 $57,781 - $67,280
-821 Reduced 24.81%
2,488 $201,000
Q1 2023

May 15, 2023

BUY
$65.76 - $78.05 $217,599 - $258,267
3,309 New
3,309 $237,000

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 $59.3B
  • 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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