A detailed history of Fortitude Advisory Group L.L.C. transactions in Welltower Inc. stock. As of the latest transaction made, Fortitude Advisory Group L.L.C. holds 2,757 shares of WELL stock, worth $292,159. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,757
Previous 3,213 14.19%
Holding current value
$292,159
Previous $289,000 11.07%
% of portfolio
0.15%
Previous 0.18%

Shares

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

May 02, 2024

SELL
$86.51 - $94.25 $39,448 - $42,978
-456 Reduced 14.19%
2,757 $257,000
Q4 2023

Feb 05, 2024

BUY
$79.31 - $91.87 $7,772 - $9,003
98 Added 3.15%
3,213 $289,000
Q3 2023

Nov 14, 2023

SELL
$78.6 - $85.47 $78 - $85
-1 Reduced 0.03%
3,115 $255,000
Q2 2023

Jul 31, 2023

SELL
$70.38 - $81.95 $113,311 - $131,939
-1,610 Reduced 34.07%
3,116 $252,000
Q1 2023

May 05, 2023

SELL
$65.76 - $78.05 $21,569 - $25,600
-328 Reduced 6.49%
4,726 $338,000
Q4 2022

Feb 13, 2023

BUY
$57.37 - $71.58 $76,072 - $94,915
1,326 Added 35.57%
5,054 $331,000
Q3 2022

Nov 14, 2022

BUY
$63.33 - $86.34 $236,094 - $321,875
3,728 New
3,728 $240,000
Q2 2022

Aug 16, 2022

SELL
$77.45 - $97.82 $98,826 - $124,818
-1,276 Closed
0 $0
Q1 2022

May 25, 2022

SELL
$79.67 - $98.31 $134,960 - $166,537
-1,694 Reduced 57.04%
1,276 $122,000
Q4 2021

May 20, 2022

BUY
$79.36 - $87.07 $235,699 - $258,597
2,970 New
2,970 $254,000

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 $49.1B
  • 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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