A detailed history of Ica Group Wealth Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 984 shares of WELL stock, worth $135,703. This represents 0.06% of its overall portfolio holdings.

Number of Shares
984
Previous 1,149 14.36%
Holding current value
$135,703
Previous $107,000 4.67%
% of portfolio
0.06%
Previous 0.02%

Shares

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

Aug 08, 2024

SELL
$88.31 - $105.01 $14,571 - $17,326
-165 Reduced 14.36%
984 $102,000
Q1 2024

May 14, 2024

BUY
$86.51 - $94.25 $3,200 - $3,487
37 Added 3.33%
1,149 $107,000
Q4 2023

Mar 07, 2024

BUY
$79.31 - $91.87 $88,192 - $102,159
1,112 New
1,112 $100,000
Q4 2022

Feb 14, 2023

SELL
$57.37 - $71.58 $155,472 - $193,981
-2,710 Reduced 71.43%
1,084 $71,000
Q3 2022

Nov 10, 2022

SELL
$63.33 - $86.34 $11,652 - $15,886
-184 Reduced 4.63%
3,794 $244,000
Q1 2022

Oct 03, 2022

BUY
$79.67 - $98.31 $316,927 - $391,077
3,978 New
3,978 $347,000

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 $63.9B
  • 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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