Legacy Financial Advisors, Inc. Welltower Inc. Transaction History
Legacy Financial Advisors, Inc.
- $515 Million
- Q3 2024
A detailed history of Legacy Financial Advisors, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 2,769 shares of WELL stock, worth $381,872. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,769
Previous 2,585
7.12%
Holding current value
$381,872
Previous $269,000
31.6%
% of portfolio
0.07%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding WELL
# of Institutions
1,153Shares Held
548MCall Options Held
1.11MPut Options Held
2.1M-
Vanguard Group Inc Valley Forge, PA95.7MShares$13.2 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY59MShares$8.13 Billion0.14% of portfolio
-
Cohen & Steers, Inc. New York, NY38MShares$5.24 Billion8.66% of portfolio
-
Capital International Investors Los Angeles, CA36.8MShares$5.07 Billion0.93% of portfolio
-
State Street Corp Boston, MA35.6MShares$4.91 Billion0.19% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $63.9B
- 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...