A detailed history of Fin Trust Capital Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 414 shares of WELL stock, worth $57,529. This represents 0.01% of its overall portfolio holdings.

Number of Shares
414
Previous 429 3.5%
Holding current value
$57,529
Previous $44,000 18.18%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 11, 2024

SELL
$104.0 - $129.74 $1,560 - $1,946
-15 Reduced 3.5%
414 $52,000
Q2 2024

Jul 24, 2024

BUY
$88.31 - $105.01 $24,020 - $28,562
272 Added 173.25%
429 $44,000
Q1 2024

May 02, 2024

SELL
$86.51 - $94.25 $16,004 - $17,436
-185 Reduced 54.09%
157 $14,000
Q3 2023

Oct 24, 2023

BUY
$78.6 - $85.47 $14,540 - $15,811
185 Added 117.83%
342 $28,000
Q1 2022

May 03, 2022

BUY
$79.67 - $98.31 $2,549 - $3,145
32 Added 25.6%
157 $15,000
Q3 2021

Nov 16, 2021

SELL
$82.4 - $89.68 $26,780 - $29,146
-325 Reduced 72.22%
125 $10,000
Q3 2020

Nov 10, 2020

SELL
$49.2 - $61.12 $688 - $855
-14 Reduced 3.02%
450 $25,000
Q2 2020

Sep 11, 2020

BUY
$37.26 - $61.65 $17,288 - $28,605
464 New
464 $24,000
Q2 2020

Aug 14, 2020

SELL
$37.26 - $61.65 $17,288 - $28,605
-464 Closed
0 $0
Q2 2019

Aug 01, 2019

SELL
$71.76 - $84.63 $5,453 - $6,431
-76 Reduced 14.07%
464 $38,000
Q1 2019

May 09, 2019

SELL
$67.29 - $78.72 $13,458 - $15,744
-200 Reduced 27.03%
540 $42,000
Q4 2018

Feb 11, 2019

BUY
$61.6 - $74.72 $45,584 - $55,292
740 New
740 $51,000

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
Track This Portfolio

Track Fin Trust Capital Advisors, LLC Portfolio

Follow Fin Trust Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Trust Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fin Trust Capital Advisors, LLC with notifications on news.