Jeppson Wealth Management, LLC Welltower Inc. Transaction History
Jeppson Wealth Management, LLC
- $279 Million
- Q3 2024
A detailed history of Jeppson Wealth Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 9,573 shares of WELL stock, worth $1.32 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
9,573
Previous 9,618
0.47%
Holding current value
$1.32 Million
Previous $1 Million
22.26%
% of portfolio
0.44%
Previous 0.38%
Shares
13 transactions
Others Institutions Holding WELL
# of Institutions
1,155Shares Held
548MCall Options Held
1.11MPut Options Held
2.1M-
Vanguard Group Inc Valley Forge, PA95.7MShares$13.2 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY59MShares$8.15 Billion0.14% of portfolio
-
Cohen & Steers, Inc. New York, NY38MShares$5.25 Billion8.66% of portfolio
-
Capital International Investors Los Angeles, CA36.8MShares$5.08 Billion0.93% of portfolio
-
State Street Corp Boston, MA35.6MShares$4.92 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 $64B
- 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...