A detailed history of Fortis Group Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 50 shares of WELL stock, worth $6,400. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Previous 50 -0.0%
Holding current value
$6,400
Previous $4.67 Million 11.58%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$86.51 - $94.25 $4,325 - $4,712
-50 Reduced 50.0%
50 $4.67 Million
Q4 2023

Mar 04, 2024

BUY
$79.31 - $91.87 $3,965 - $4,593
50 Added 100.0%
100 $9.02 Million
Q3 2023

Dec 01, 2023

BUY
$78.6 - $85.47 $3,929 - $4,273
50 New
50 $4.1 Million
Q1 2023

May 26, 2023

SELL
$65.76 - $78.05 $53,791 - $63,844
-818 Closed
0 $0
Q3 2020

Nov 17, 2020

BUY
$49.2 - $61.12 $40,245 - $49,996
818 New
818 $45,000

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 $59.3B
  • 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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