A detailed history of Jfs Wealth Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 177 shares of WELL stock, worth $18,756. This represents 0.0% of its overall portfolio holdings.

Number of Shares
177
Previous 20 785.0%
Holding current value
$18,756
Previous $1,000 1500.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$86.51 - $94.25 $13,582 - $14,797
157 Added 785.0%
177 $16,000
Q4 2023

Feb 07, 2024

BUY
$79.31 - $91.87 $1,586 - $1,837
20 New
20 $1,000
Q1 2022

May 02, 2022

SELL
$79.67 - $98.31 $13,703 - $16,909
-172 Closed
0 $0
Q4 2021

Feb 03, 2022

BUY
$79.36 - $87.07 $13,649 - $14,976
172 New
172 $15,000
Q4 2018

Jan 28, 2019

SELL
$61.6 - $74.72 $3,696 - $4,483
-60 Closed
0 $0
Q3 2018

Nov 09, 2018

BUY
$61.7 - $67.46 $3,702 - $4,047
60 New
60 $4,000
Q1 2018

Apr 26, 2018

SELL
$52.03 - $64.14 $2,965 - $3,655
-57 Closed
0 $0
Q3 2017

Oct 20, 2017

BUY
$69.91 - $75.36 $3,984 - $4,295
57
57 $4,000

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 $49.1B
  • 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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