A detailed history of Everhart Financial Group, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 5,917 shares of WELL stock, worth $822,226. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,917
Previous 5,215 13.46%
Holding current value
$822,226
Previous $543,000 39.41%
% of portfolio
0.17%
Previous 0.14%

Shares

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

Nov 04, 2024

BUY
$104.0 - $129.74 $73,008 - $91,077
702 Added 13.46%
5,917 $757,000
Q2 2024

Jul 24, 2024

BUY
$88.31 - $105.01 $30,555 - $36,333
346 Added 7.11%
5,215 $543,000
Q1 2024

May 13, 2024

BUY
$86.51 - $94.25 $62,546 - $68,142
723 Added 17.44%
4,869 $454,000
Q4 2023

Jan 12, 2024

BUY
$79.31 - $91.87 $47,506 - $55,030
599 Added 16.89%
4,146 $373,000
Q3 2023

Oct 25, 2023

BUY
$78.6 - $85.47 $23,894 - $25,982
304 Added 9.37%
3,547 $290,000
Q2 2023

Jul 13, 2023

BUY
$70.38 - $81.95 $27,166 - $31,632
386 Added 13.51%
3,243 $262,000
Q1 2023

Apr 25, 2023

BUY
$65.76 - $78.05 $187,876 - $222,988
2,857 New
2,857 $204,000

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 $64.4B
  • 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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