Investment Advisory Group, LLC Welltower Inc. Transaction History
Investment Advisory Group, LLC
- $282 Million
- Q3 2024
A detailed history of Investment Advisory Group, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Investment Advisory Group, LLC holds 4,804 shares of WELL stock, worth $620,820. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,804
Previous 4,846
0.87%
Holding current value
$620,820
Previous $505,000
21.58%
% of portfolio
0.22%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding WELL
# of Institutions
1,154Shares Held
548MCall Options Held
1.11MPut Options Held
2.1M-
Vanguard Group Inc Valley Forge, PA95.7MShares$12.4 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY59MShares$7.62 Billion0.14% of portfolio
-
Cohen & Steers, Inc. New York, NY38MShares$4.91 Billion8.66% of portfolio
-
Capital International Investors Los Angeles, CA36.8MShares$4.75 Billion0.93% of portfolio
-
State Street Corp Boston, MA35.6MShares$4.6 Billion0.19% of portfolio
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...