A detailed history of Hb Wealth Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Hb Wealth Management, LLC holds 16,025 shares of WELL stock, worth $2.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,025
Previous 12,547 27.72%
Holding current value
$2.9 Million
Previous $1.93 Million 48.03%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 23, 2025

BUY
$150.71 - $178.14 $524,169 - $619,570
3,478 Added 27.72%
16,025 $2.85 Million
Q2 2025

Jul 17, 2025

BUY
$136.49 - $155.22 $34,941 - $39,736
256 Added 2.08%
12,547 $1.93 Million
Q1 2025

May 07, 2025

BUY
$124.05 - $156.86 $384,555 - $486,266
3,100 Added 33.73%
12,291 $1.88 Million
Q4 2024

Jan 15, 2025

BUY
$123.11 - $139.3 $69,187 - $78,286
562 Added 6.51%
9,191 $1.16 Million
Q3 2024

Oct 15, 2024

BUY
$104.0 - $129.74 $148,616 - $185,398
1,429 Added 19.85%
8,629 $1.1 Million
Q2 2024

Jul 26, 2024

BUY
$88.31 - $105.01 $113,654 - $135,147
1,287 Added 21.77%
7,200 $750,000
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 $83.9B
  • 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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