A detailed history of J.W. Cole Advisors, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 3,251 shares of WELL stock, worth $442,005. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,251
Previous 3,292 1.25%
Holding current value
$442,005
Previous $343,000 21.28%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 24, 2024

SELL
$104.0 - $129.74 $4,264 - $5,319
-41 Reduced 1.25%
3,251 $416,000
Q2 2024

Aug 08, 2024

SELL
$88.31 - $105.01 $15,719 - $18,691
-178 Reduced 5.13%
3,292 $343,000
Q1 2024

Apr 30, 2024

BUY
$86.51 - $94.25 $7,699 - $8,388
89 Added 2.63%
3,470 $324,000
Q4 2023

Jan 31, 2024

BUY
$79.31 - $91.87 $22,127 - $25,631
279 Added 8.99%
3,381 $304,000
Q3 2023

Oct 24, 2023

BUY
$78.6 - $85.47 $157 - $170
2 Added 0.06%
3,102 $254,000
Q2 2023

Jul 27, 2023

SELL
$70.38 - $81.95 $1,900 - $2,212
-27 Reduced 0.86%
3,100 $250,000
Q1 2023

May 03, 2023

SELL
$65.76 - $78.05 $1,709 - $2,029
-26 Reduced 0.82%
3,127 $224,000
Q4 2022

Feb 14, 2023

BUY
$57.37 - $71.58 $180,887 - $225,691
3,153 New
3,153 $206,000
Q2 2022

Jul 27, 2022

BUY
$77.45 - $97.82 $19,362 - $24,455
250 Added 10.5%
2,630 $217,000
Q1 2022

Jun 10, 2022

SELL
$79.67 - $98.31 $17 Million - $21 Million
-213,780 Reduced 98.9%
2,380 $229,000
Q1 2022

May 16, 2022

BUY
$79.67 - $98.31 $17 Million - $21 Million
213,780 Added 8982.35%
216,160 $15,000
Q4 2021

Jan 25, 2022

SELL
$79.36 - $87.07 $7,936 - $8,707
-100 Reduced 4.03%
2,380 $204,000
Q2 2021

Aug 06, 2021

BUY
$71.04 - $84.02 $176,179 - $208,369
2,480 New
2,480 $206,000
Q4 2020

Feb 12, 2021

SELL
$52.26 - $67.84 $564,303 - $732,536
-10,798 Closed
0 $0
Q3 2020

Nov 05, 2020

BUY
$49.2 - $61.12 $531,261 - $659,973
10,798 New
10,798 $595,000
Q1 2020

May 07, 2020

SELL
$33.22 - $89.84 $103,746 - $280,570
-3,123 Closed
0 $0
Q4 2019

Jan 23, 2020

BUY
$77.4 - $92.21 $241,720 - $287,971
3,123 New
3,123 $255,000

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 $63B
  • 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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