A detailed history of Lake Street Financial LLC transactions in Welltower Inc. stock. As of the latest transaction made, Lake Street Financial LLC holds 3,418 shares of WELL stock, worth $432,684. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,418
Previous 3,565 4.12%
Holding current value
$432,684
Previous $371,000 17.79%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Oct 22, 2024

SELL
$104.0 - $129.74 $15,288 - $19,071
-147 Reduced 4.12%
3,418 $437,000
Q2 2024

Jul 12, 2024

SELL
$88.31 - $105.01 $3,620 - $4,305
-41 Reduced 1.14%
3,565 $371,000
Q1 2024

Apr 19, 2024

SELL
$86.51 - $94.25 $2,335 - $2,544
-27 Reduced 0.74%
3,606 $336,000
Q4 2023

Jan 10, 2024

BUY
$79.31 - $91.87 $288,133 - $333,763
3,633 New
3,633 $327,000

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 $58.7B
  • 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 Lake Street Financial LLC Portfolio

Follow Lake Street Financial 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 Lake Street Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Street Financial LLC with notifications on news.