A detailed history of Hhm Wealth Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 700 shares of WELL stock, worth $90,489. This represents 0.01% of its overall portfolio holdings.

Number of Shares
700
Previous 700 -0.0%
Holding current value
$90,489
Previous $72,000 23.61%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$88.31 - $105.01 $37,973 - $45,154
430 Added 159.26%
700 $72,000
Q4 2023

Feb 05, 2024

SELL
$79.31 - $91.87 $1,427 - $1,653
-18 Reduced 6.25%
270 $24,000
Q2 2023

Aug 11, 2023

SELL
$70.38 - $81.95 $6,897 - $8,031
-98 Reduced 25.39%
288 $23,000
Q4 2022

Jan 19, 2023

BUY
$57.37 - $71.58 $7,744 - $9,663
135 Added 53.78%
386 $0
Q3 2022

Nov 04, 2022

SELL
$63.33 - $86.34 $76,185 - $103,867
-1,203 Reduced 82.74%
251 $16,000
Q1 2022

Apr 27, 2022

BUY
$79.67 - $98.31 $12,269 - $15,139
154 Added 11.85%
1,454 $140,000
Q4 2021

Feb 03, 2022

BUY
$79.36 - $87.07 $31,744 - $34,828
400 Added 44.44%
1,300 $112,000
Q2 2020

Aug 13, 2020

BUY
$37.26 - $61.65 $7,452 - $12,330
200 Added 28.57%
900 $47,000
Q1 2020

May 12, 2020

BUY
$33.22 - $89.84 $23,254 - $62,888
700 New
700 $32,000

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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