A detailed history of Integrated Wealth Concepts LLC transactions in Welltower Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,956 shares of WELL stock, worth $742,355. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,956
Previous 6,602 9.78%
Holding current value
$742,355
Previous $688,000 10.76%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$104.0 - $129.74 $67,184 - $83,812
-646 Reduced 9.78%
5,956 $762,000
Q2 2024

Aug 14, 2024

BUY
$88.31 - $105.01 $10,508 - $12,496
119 Added 1.84%
6,602 $688,000
Q1 2024

May 15, 2024

SELL
$86.51 - $94.25 $125,785 - $137,039
-1,454 Reduced 18.32%
6,483 $605,000
Q4 2023

Feb 13, 2024

SELL
$79.31 - $91.87 $39,020 - $45,200
-492 Reduced 5.84%
7,937 $715,000
Q3 2023

Nov 15, 2023

SELL
$78.6 - $85.47 $125,366 - $136,324
-1,595 Reduced 15.91%
8,429 $690,000
Q2 2023

Aug 15, 2023

SELL
$70.38 - $81.95 $248,371 - $289,201
-3,529 Reduced 26.04%
10,024 $810,000
Q1 2023

May 03, 2023

BUY
$65.76 - $78.05 $555,606 - $659,444
8,449 Added 165.54%
13,553 $972,000
Q4 2022

Feb 13, 2023

BUY
$57.37 - $71.58 $13,940 - $17,393
243 Added 5.0%
5,104 $335,000
Q3 2022

Nov 14, 2022

SELL
$63.33 - $86.34 $24,318 - $33,154
-384 Reduced 7.32%
4,861 $313,000
Q2 2022

Aug 08, 2022

BUY
$77.45 - $97.82 $406,225 - $513,065
5,245 New
5,245 $432,000
Q2 2019

Aug 15, 2019

SELL
$71.76 - $84.63 $231,426 - $272,931
-3,225 Closed
0 $0
Q1 2019

May 15, 2019

BUY
$67.29 - $78.72 $217,010 - $253,872
3,225 New
3,225 $250,000

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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