A detailed history of Evermay Wealth Management LLC transactions in Welltower Inc. stock. As of the latest transaction made, Evermay Wealth Management LLC holds 125 shares of WELL stock, worth $17,238. This represents 0.0% of its overall portfolio holdings.

Number of Shares
125
Previous 137 8.76%
Holding current value
$17,238
Previous $14,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

SELL
$104.0 - $129.74 $1,248 - $1,556
-12 Reduced 8.76%
125 $16,000
Q1 2024

May 13, 2024

SELL
$86.51 - $94.25 $432 - $471
-5 Reduced 3.52%
137 $12,000
Q4 2023

Feb 09, 2024

BUY
$79.31 - $91.87 $396 - $459
5 Added 3.65%
142 $12,000
Q4 2022

Jan 19, 2023

SELL
$57.37 - $71.58 $688 - $858
-12 Reduced 8.05%
137 $0
Q2 2022

Aug 15, 2022

SELL
$77.45 - $97.82 $9,681 - $12,227
-125 Reduced 45.62%
149 $12,000
Q1 2022

May 16, 2022

SELL
$79.67 - $98.31 $93,213 - $115,022
-1,170 Reduced 81.02%
274 $26,000
Q4 2021

Feb 14, 2022

SELL
$79.36 - $87.07 $1,269 - $1,393
-16 Reduced 1.1%
1,444 $124,000
Q2 2021

Aug 13, 2021

BUY
$71.04 - $84.02 $103,718 - $122,669
1,460 New
1,460 $121,000
Q1 2018

May 04, 2018

SELL
$52.03 - $64.14 $237,568 - $292,863
-4,566 Closed
0 $0
Q4 2017

Feb 07, 2018

BUY
$63.27 - $69.55 $50,932 - $55,987
805 Added 21.4%
4,566 $291,000
Q3 2017

Oct 23, 2017

BUY
$69.91 - $75.36 $262,931 - $283,428
3,761
3,761 $264,000

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 $63.9B
  • 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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