A detailed history of Ever Source Wealth Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,170 shares of WELL stock, worth $280,429. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,170
Previous 1,823 19.03%
Holding current value
$280,429
Previous $190,000 45.79%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 08, 2024

BUY
$104.0 - $129.74 $36,088 - $45,019
347 Added 19.03%
2,170 $277,000
Q2 2024

Aug 13, 2024

SELL
$88.31 - $105.01 $3,709 - $4,410
-42 Reduced 2.25%
1,823 $190,000
Q1 2024

Jun 11, 2024

BUY
$86.51 - $94.25 $34,084 - $37,134
394 Added 26.78%
1,865 $174,000
Q4 2023

Feb 09, 2024

BUY
$79.31 - $91.87 $7,296 - $8,452
92 Added 6.67%
1,471 $132,000
Q3 2023

Nov 03, 2023

SELL
$78.6 - $85.47 $12,654 - $13,760
-161 Reduced 10.45%
1,379 $112,000
Q2 2023

Aug 04, 2023

BUY
$70.38 - $81.95 $7,812 - $9,096
111 Added 7.77%
1,540 $124,000
Q1 2023

May 11, 2023

BUY
$65.76 - $78.05 $7,167 - $8,507
109 Added 8.26%
1,429 $102,000
Q4 2022

Feb 09, 2023

BUY
$57.37 - $71.58 $57,599 - $71,866
1,004 Added 317.72%
1,320 $86,000
Q3 2022

Nov 07, 2022

BUY
$63.33 - $86.34 $8,232 - $11,224
130 Added 69.89%
316 $20,000
Q2 2022

Aug 01, 2022

SELL
$77.45 - $97.82 $77 - $97
-1 Reduced 0.53%
186 $16,000
Q1 2022

May 25, 2022

BUY
$79.67 - $98.31 $3,425 - $4,227
43 Added 29.86%
187 $18,000
Q4 2021

Feb 07, 2022

BUY
$79.36 - $87.07 $11,427 - $12,538
144 New
144 $12,000

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 $59.9B
  • 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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