A detailed history of Harbor Investment Advisory, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 1,599 shares of WELL stock, worth $203,120. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,599
Previous 1,596 0.19%
Holding current value
$203,120
Previous $149,000 11.41%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $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
Track This Portfolio

Track Harbor Investment Advisory, LLC Portfolio

Follow Harbor Investment Advisory, 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 Harbor Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harbor Investment Advisory, LLC with notifications on news.