A detailed history of Iht Wealth Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Iht Wealth Management, LLC holds 6,550 shares of WELL stock, worth $816,392. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,550
Previous 5,108 28.23%
Holding current value
$816,392
Previous $532,000 57.52%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$104.0 - $129.74 $149,968 - $187,085
1,442 Added 28.23%
6,550 $838,000
Q2 2024

Aug 14, 2024

BUY
$88.31 - $105.01 $5,916 - $7,035
67 Added 1.33%
5,108 $532,000
Q1 2024

May 15, 2024

SELL
$86.51 - $94.25 $4,844 - $5,278
-56 Reduced 1.1%
5,041 $471,000
Q4 2023

Feb 14, 2024

BUY
$79.31 - $91.87 $8,168 - $9,462
103 Added 2.06%
5,097 $459,000
Q3 2023

Nov 14, 2023

BUY
$78.6 - $85.47 $14,776 - $16,068
188 Added 3.91%
4,994 $409,000
Q2 2023

Aug 14, 2023

SELL
$70.38 - $81.95 $73,617 - $85,719
-1,046 Reduced 17.87%
4,806 $388,000
Q1 2023

May 15, 2023

SELL
$65.76 - $78.05 $75,755 - $89,913
-1,152 Reduced 16.45%
5,852 $419,000
Q4 2022

Feb 14, 2023

BUY
$57.37 - $71.58 $75,441 - $94,127
1,315 Added 23.11%
7,004 $458,000
Q3 2022

Nov 22, 2022

BUY
$63.33 - $86.34 $100,061 - $136,417
1,580 Added 38.45%
5,689 $366,000
Q2 2022

Aug 15, 2022

BUY
$77.45 - $97.82 $10,765 - $13,596
139 Added 3.5%
4,109 $338,000
Q1 2022

May 16, 2022

SELL
$79.67 - $98.31 $79 - $98
-1 Reduced 0.03%
3,970 $382,000
Q4 2021

Feb 14, 2022

SELL
$79.36 - $87.07 $36,981 - $40,574
-466 Reduced 10.5%
3,971 $341,000
Q3 2021

Nov 15, 2021

SELL
$82.4 - $89.68 $24,308 - $26,455
-295 Reduced 6.23%
4,437 $366,000
Q2 2021

Aug 16, 2021

SELL
$71.04 - $84.02 $43,760 - $51,756
-616 Reduced 11.52%
4,732 $393,000
Q1 2021

May 18, 2021

BUY
$59.79 - $74.55 $68,818 - $85,807
1,151 Added 27.42%
5,348 $383,000
Q4 2020

Feb 17, 2021

SELL
$52.26 - $67.84 $6,689 - $8,683
-128 Reduced 2.96%
4,197 $271,000
Q3 2020

Nov 19, 2020

SELL
$49.2 - $61.12 $9,102 - $11,307
-185 Reduced 4.1%
4,325 $238,000
Q2 2020

Aug 14, 2020

SELL
$37.26 - $61.65 $134,955 - $223,296
-3,622 Reduced 44.54%
4,510 $233,000
Q1 2020

May 13, 2020

SELL
$33.22 - $89.84 $16,111 - $43,572
-485 Reduced 5.63%
8,132 $372,000
Q4 2019

Feb 18, 2020

SELL
$77.4 - $92.21 $56,889 - $67,774
-735 Reduced 7.86%
8,617 $705,000
Q3 2019

Nov 15, 2019

BUY
$81.74 - $92.46 $201,407 - $227,821
2,464 Added 35.77%
9,352 $838,000
Q2 2019

Aug 12, 2019

BUY
$71.76 - $84.63 $40,257 - $47,477
561 Added 8.87%
6,888 $568,000
Q1 2019

May 16, 2019

BUY
$67.29 - $78.72 $425,743 - $498,061
6,327 New
6,327 $491,000
Q4 2018

Feb 15, 2019

SELL
$61.6 - $74.72 $333,625 - $404,683
-5,416 Closed
0 $0
Q3 2018

Nov 14, 2018

SELL
$61.7 - $67.46 $14,252 - $15,583
-231 Reduced 4.09%
5,416 $348,000
Q2 2018

Aug 13, 2018

BUY
$50.01 - $62.69 $22,254 - $27,897
445 Added 8.55%
5,647 $354,000
Q1 2018

May 15, 2018

BUY
$52.03 - $64.14 $170,294 - $209,930
3,273 Added 169.67%
5,202 $281,000
Q4 2017

Feb 14, 2018

BUY
$63.27 - $69.55 $120,023 - $131,936
1,897 Added 5928.13%
1,929 $121,000
Q3 2017

Nov 14, 2017

BUY
$69.91 - $75.36 $2,237 - $2,411
32
32 $2,000

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 $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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