A detailed history of Kestra Advisory Services, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 15,947 shares of WELL stock, worth $2.16 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,947
Previous 27,426 41.85%
Holding current value
$2.16 Million
Previous $2.86 Million 28.61%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 13, 2024

SELL
$104.0 - $129.74 $1.19 Million - $1.49 Million
-11,479 Reduced 41.85%
15,947 $2.04 Million
Q2 2024

Aug 14, 2024

BUY
$88.31 - $105.01 $936,174 - $1.11 Million
10,601 Added 63.01%
27,426 $2.86 Million
Q1 2024

May 15, 2024

BUY
$86.51 - $94.25 $1.09 Million - $1.19 Million
12,597 Added 297.94%
16,825 $1.57 Million
Q4 2023

Feb 14, 2024

BUY
$79.31 - $91.87 $335,322 - $388,426
4,228 New
4,228 $381,000
Q4 2021

Jan 20, 2022

SELL
$79.36 - $87.07 $1.79 Million - $1.96 Million
-22,536 Closed
0 $0
Q3 2021

Oct 19, 2021

BUY
$82.4 - $89.68 $1.86 Million - $2.02 Million
22,536 New
22,536 $1.86 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 $62.9B
  • 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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