A detailed history of Financial Gravity Asset Management, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 5 shares of WELL stock, worth $689. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5
Previous 9 44.44%
Holding current value
$689
Previous $858,000 39.28%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2024

SELL
$88.31 - $105.01 $353 - $420
-4 Reduced 44.44%
5 $521,000
Q1 2024

Jun 26, 2024

BUY
$86.51 - $94.25 $86 - $94
1 Added 12.5%
9 $858,000
Q1 2024

May 13, 2024

SELL
$86.51 - $94.25 $37,545 - $40,904
-434 Reduced 94.55%
25 $2.3 Million
Q4 2023

Jun 26, 2024

SELL
$79.31 - $91.87 $1,348 - $1,561
-17 Reduced 68.0%
8 $825,000
Q3 2023

Nov 15, 2023

BUY
$78.6 - $85.47 $36,077 - $39,230
459 New
459 $37,000
Q4 2022

Feb 15, 2023

BUY
$57.37 - $71.58 $3,786 - $4,724
66 New
66 $5.22 Million
Q1 2020

May 12, 2020

SELL
$33.22 - $89.84 $3,787 - $10,241
-114 Closed
0 $0
Q4 2019

Feb 28, 2020

SELL
$77.4 - $92.21 $154 - $184
-2 Reduced 1.72%
114 $9,000
Q3 2019

Oct 15, 2019

SELL
$81.74 - $92.46 $5,476 - $6,194
-67 Reduced 36.61%
116 $10,000
Q2 2019

Jul 26, 2019

BUY
$71.76 - $84.63 $430 - $507
6 Added 3.39%
183 $15,000
Q1 2019

Apr 19, 2019

BUY
$67.29 - $78.72 $11,641 - $13,618
173 Added 4325.0%
177 $14,000
Q3 2018

Oct 31, 2018

SELL
$61.7 - $67.46 $6,416 - $7,015
-104 Reduced 96.3%
4 $0
Q2 2018

Aug 14, 2018

BUY
$50.01 - $62.69 $5,401 - $6,770
108 New
108 $7,000

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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