Householder Group Estate & Retirement Specialist, LLC Welltower Inc. Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$88.31 - $105.01 $17,662 - $21,002	-200 Reduced 66.67%	100 $10,000
Q1 2024 May 03, 2024	SELL	$86.51 - $94.25 $17,302 - $18,850	-200 Reduced 40.0%	300 $28,000
Q3 2022 Oct 11, 2022	BUY	$63.33 - $86.34 $31,665 - $43,170	500 New	500 $32,000

Others Institutions Holding WELL

# of Institutions

1,153

Shares Held

536M

Call Options Held

1.11M

Put Options Held

2.1M

Vanguard Group Inc Valley Forge, PA

95.7M
Shares

$11.9 Billion
0.22% of portfolio
Black Rock Inc. New York, NY

59M
Shares

$7.35 Billion
0.14% of portfolio
Cohen & Steers, Inc. New York, NY

38M
Shares

$4.74 Billion
8.66% of portfolio
Capital International Investors Los Angeles, CA

36.8M
Shares

$4.58 Billion
0.93% of portfolio
State Street Corp Boston, MA

35.6M
Shares

$4.44 Billion
0.19% of portfolio

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $57.8B
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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