A detailed history of Lake Street Advisors Group, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 4,293 shares of WELL stock, worth $535,422. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,293
Previous 4,057 5.82%
Holding current value
$535,422
Previous $422,000 30.09%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 23, 2024

BUY
$104.0 - $129.74 $24,544 - $30,618
236 Added 5.82%
4,293 $549,000
Q2 2024

Aug 05, 2024

BUY
$88.31 - $105.01 $10,773 - $12,811
122 Added 3.1%
4,057 $422,000
Q1 2024

May 13, 2024

BUY
$86.51 - $94.25 $93,603 - $101,978
1,082 Added 37.92%
3,935 $367,000
Q4 2023

May 30, 2024

SELL
$79.31 - $91.87 $7,058 - $8,176
-89 Reduced 2.26%
3,846 $346,000
Q4 2023

Feb 13, 2024

BUY
$79.31 - $91.87 $226,271 - $262,105
2,853 New
2,853 $257,000

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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