A detailed history of Joel Isaacson & Co., LLC transactions in Welltower Inc. stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 4,397 shares of WELL stock, worth $465,950. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,397
Previous 4,397 -0.0%
Holding current value
$465,950
Previous $396,000 3.54%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 27, 2023

SELL
$57.37 - $71.58 $2,868 - $3,579
-50 Reduced 1.12%
4,397 $0
Q1 2022

Apr 21, 2022

BUY
$79.67 - $98.31 $3,983 - $4,915
50 Added 1.14%
4,447 $429,000
Q3 2021

Oct 21, 2021

BUY
$82.4 - $89.68 $362,312 - $394,322
4,397 New
4,397 $362,000
Q2 2019

Jul 11, 2019

SELL
$71.76 - $84.63 $969,118 - $1.14 Million
-13,505 Closed
0 $0
Q1 2019

Apr 09, 2019

SELL
$67.29 - $78.72 $74,355 - $86,985
-1,105 Reduced 7.56%
13,505 $1.05 Million
Q4 2018

Jan 18, 2019

BUY
$61.6 - $74.72 $899,976 - $1.09 Million
14,610 New
14,610 $1.04 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 $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
Track This Portfolio

Track Joel Isaacson & Co., LLC Portfolio

Follow Joel Isaacson & Co., LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Isaacson & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joel Isaacson & Co., LLC with notifications on news.