A detailed history of Investment Advisory Services Inc transactions in Welltower Inc. stock. As of the latest transaction made, Investment Advisory Services Inc holds 2,855 shares of WELL stock, worth $383,455. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,855
Previous 3,755 23.97%
Holding current value
$383,455
Previous $391,000 6.65%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Oct 15, 2024

SELL
$104.0 - $129.74 $93,600 - $116,766
-900 Reduced 23.97%
2,855 $365,000
Q2 2024

Jul 17, 2024

SELL
$88.31 - $105.01 $36,295 - $43,159
-411 Reduced 9.87%
3,755 $391,000
Q1 2024

Apr 25, 2024

BUY
$86.51 - $94.25 $519 - $565
6 Added 0.14%
4,166 $389,000
Q4 2023

Jan 11, 2024

SELL
$79.31 - $91.87 $3,568 - $4,134
-45 Reduced 1.07%
4,160 $375,000
Q3 2023

Oct 19, 2023

SELL
$78.6 - $85.47 $7,859 - $8,547
-100 Reduced 2.32%
4,205 $344,000
Q1 2023

Apr 24, 2023

SELL
$65.76 - $78.05 $3,682 - $4,370
-56 Reduced 1.28%
4,305 $308,000
Q4 2022

Feb 15, 2023

SELL
$57.37 - $71.58 $48,649 - $60,699
-848 Reduced 16.28%
4,361 $285,000
Q2 2022

Aug 15, 2022

SELL
$77.45 - $97.82 $44,378 - $56,050
-573 Reduced 9.91%
5,209 $429,000
Q4 2021

Feb 02, 2022

BUY
$79.36 - $87.07 $5,952 - $6,530
75 Added 1.31%
5,782 $496,000
Q3 2021

Oct 27, 2021

SELL
$82.4 - $89.68 $12,112 - $13,182
-147 Reduced 2.51%
5,707 $470,000
Q2 2021

Aug 16, 2021

SELL
$71.04 - $84.02 $389,086 - $460,177
-5,477 Reduced 48.34%
5,854 $486,000
Q3 2020

Mar 10, 2021

SELL
$49.2 - $61.12 $14,317 - $17,785
-291 Reduced 2.5%
11,331 $624,000
Q2 2020

Mar 10, 2021

SELL
$37.26 - $61.65 $94,156 - $155,789
-2,527 Reduced 17.86%
11,622 $601,000
Q1 2020

Mar 10, 2021

SELL
$33.22 - $89.84 $3,919 - $10,601
-118 Reduced 0.83%
14,149 $648,000
Q4 2019

Mar 10, 2021

BUY
$77.4 - $92.21 $1.1 Million - $1.32 Million
14,267 New
14,267 $1.17 Million

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 $62.2B
  • 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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