A detailed history of Hbk Sorce Advisory LLC transactions in Welltower Inc. stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 2,953 shares of WELL stock, worth $404,590. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,953
Previous 2,909 1.51%
Holding current value
$404,590
Previous $303,000 24.42%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$104.0 - $129.74 $4,576 - $5,708
44 Added 1.51%
2,953 $377,000
Q2 2024

Aug 08, 2024

BUY
$88.31 - $105.01 $3,355 - $3,990
38 Added 1.32%
2,909 $303,000
Q1 2024

May 09, 2024

BUY
$86.51 - $94.25 $10,727 - $11,687
124 Added 4.51%
2,871 $268,000
Q4 2023

Jan 25, 2024

BUY
$79.31 - $91.87 $1,427 - $1,653
18 Added 0.66%
2,747 $247,000
Q3 2023

Nov 06, 2023

BUY
$78.6 - $85.47 $6,130 - $6,666
78 Added 2.94%
2,729 $223,000
Q2 2023

Aug 04, 2023

SELL
$70.38 - $81.95 $212,195 - $247,079
-3,015 Reduced 53.21%
2,651 $214,000
Q1 2023

May 15, 2023

BUY
$65.76 - $78.05 $372,596 - $442,231
5,666 New
5,666 $620,000

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 $63.5B
  • 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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