Ever Source Wealth Advisors, LLC Welltower Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
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 3,753 shares of WELL stock, worth $552,704. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,753
Previous 2,170
72.95%
Holding current value
$552,704
Previous $277,000
70.4%
% of portfolio
0.03%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding WELL
# of Institutions
1,258Shares Held
576MCall Options Held
1.08MPut Options Held
2.06M-
Vanguard Group Inc Valley Forge, PA98.3MShares$14.5 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY59MShares$8.69 Billion0.14% of portfolio
-
Cohen & Steers, Inc. New York, NY37.9MShares$5.58 Billion9.05% of portfolio
-
Capital International Investors Los Angeles, CA37.1MShares$5.46 Billion0.92% of portfolio
-
State Street Corp Boston, MA36.4MShares$5.37 Billion0.19% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $68.2B
- 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...