A detailed history of Harbor Investment Advisory, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 1,596 shares of WELL stock, worth $206,251. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,596
Previous 1,599 0.19%
Holding current value
$206,251
Previous $166,000 22.89%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 04, 2024

SELL
$104.0 - $129.74 $312 - $389
-3 Reduced 0.19%
1,596 $204,000
Q2 2024

Jul 19, 2024

BUY
$88.31 - $105.01 $264 - $315
3 Added 0.19%
1,599 $166,000
Q1 2023

Apr 21, 2023

BUY
$65.76 - $78.05 $1,841 - $2,185
28 Added 1.79%
1,596 $114,000
Q4 2022

Jan 24, 2023

BUY
$57.37 - $71.58 $32,528 - $40,585
567 Added 56.64%
1,568 $0
Q3 2022

Nov 01, 2022

BUY
$63.33 - $86.34 $4,496 - $6,130
71 Added 7.63%
1,001 $64,000
Q1 2022

Apr 20, 2022

BUY
$79.67 - $98.31 $34,258 - $42,273
430 Added 86.0%
930 $89,000
Q2 2021

Jul 27, 2021

SELL
$71.04 - $84.02 $3,552 - $4,201
-50 Reduced 9.09%
500 $42,000
Q1 2021

Apr 16, 2021

BUY
$59.79 - $74.55 $29,895 - $37,275
500 Added 1000.0%
550 $39,000
Q3 2020

Oct 23, 2020

SELL
$49.2 - $61.12 $3,936 - $4,889
-80 Reduced 61.54%
50 $3,000
Q4 2019

Jan 16, 2020

BUY
$77.4 - $92.21 $10,062 - $11,987
130 New
130 $11,000

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 $59.9B
  • 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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