A detailed history of Hb Wealth Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Hb Wealth Management, LLC holds 5,913 shares of WELL stock, worth $619,859. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,913
Previous 5,621 5.19%
Holding current value
$619,859
Previous $506,000 9.09%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 30, 2024

BUY
$86.51 - $94.25 $25,260 - $27,521
292 Added 5.19%
5,913 $552,000
Q4 2023

Jan 16, 2024

BUY
$79.31 - $91.87 $45,761 - $53,008
577 Added 11.44%
5,621 $506,000
Q3 2023

Oct 13, 2023

BUY
$78.6 - $85.47 $89,682 - $97,521
1,141 Added 29.23%
5,044 $413,000
Q2 2023

Jul 13, 2023

BUY
$70.38 - $81.95 $51,870 - $60,397
737 Added 23.28%
3,903 $315,000
Q1 2023

Apr 13, 2023

BUY
$65.76 - $78.05 $208,196 - $247,106
3,166 New
3,166 $226,000

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 $48.6B
  • 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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