A detailed history of Foundations Investment Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 2,366 shares of WELL stock, worth $444,240. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,366
Previous 5,523 57.16%
Holding current value
$444,240
Previous $849,000 50.41%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

SELL
$150.71 - $178.14 $475,791 - $562,387
-3,157 Reduced 57.16%
2,366 $421,000
Q2 2025

Aug 08, 2025

BUY
$136.49 - $155.22 $10,509 - $11,951
77 Added 1.41%
5,523 $849,000
Q1 2025

May 07, 2025

BUY
$124.05 - $156.86 $47,263 - $59,763
381 Added 7.52%
5,446 $834,000
Q4 2024

Jan 22, 2025

SELL
$123.11 - $139.3 $1,107 - $1,253
-9 Reduced 0.18%
5,065 $638,000
Q3 2024

Oct 21, 2024

BUY
$104.0 - $129.74 $6,448 - $8,043
62 Added 1.24%
5,074 $649,000
Q2 2024

Aug 02, 2024

BUY
$88.31 - $105.01 $442,609 - $526,310
5,012 New
5,012 $522,000

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 $87B
  • 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 Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.