A detailed history of Lake Point Wealth Management transactions in Welltower Inc. stock. As of the latest transaction made, Lake Point Wealth Management holds 152 shares of WELL stock, worth $18,945. This represents 0.01% of its overall portfolio holdings.

Number of Shares
152
Previous 152 -0.0%
Holding current value
$18,945
Previous $15,000 13.33%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 04, 2021

SELL
$71.04 - $84.02 $4,262 - $5,041
-60 Reduced 28.3%
152 $13,000
Q4 2019

Feb 13, 2020

SELL
$77.4 - $92.21 $3,405 - $4,057
-44 Reduced 17.19%
212 $17,000
Q1 2019

Aug 07, 2019

SELL
$67.29 - $78.72 $333,220 - $389,821
-4,952 Reduced 95.08%
256 $21,000
Q1 2019

Jun 03, 2019

SELL
$67.29 - $78.72 $10,295 - $12,044
-153 Reduced 2.85%
5,208 $361,000
Q4 2018

Aug 07, 2019

BUY
$61.6 - $74.72 $9,424 - $11,432
153 Added 2.94%
5,361 $372,000
Q4 2018

Feb 21, 2019

BUY
$61.6 - $74.72 $320,812 - $389,141
5,208 New
5,208 $361,000

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 $57.8B
  • 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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