A detailed history of Geo Wealth Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Geo Wealth Management, LLC holds 27,102 shares of WELL stock, worth $3.45 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
27,102
Previous 17,952 50.97%
Holding current value
$3.45 Million
Previous $1.68 Million 68.46%
% of portfolio
0.13%
Previous 0.07%

Shares

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

Aug 12, 2024

BUY
$88.31 - $105.01 $808,036 - $960,841
9,150 Added 50.97%
27,102 $2.83 Million
Q1 2024

May 15, 2024

SELL
$86.51 - $94.25 $1.55 Million - $1.69 Million
-17,952 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$86.51 - $94.25 $1.2 Million - $1.31 Million
13,926 Added 345.9%
17,952 $1.68 Million
Q4 2023

Feb 13, 2024

BUY
$79.31 - $91.87 $319,302 - $369,868
4,026 New
4,026 $363,000

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 $58.9B
  • 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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