A detailed history of Legacy Financial Advisors, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 2,311 shares of WELL stock, worth $244,896. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,311
Holding current value
$244,896
% of portfolio
0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$86.51 - $94.25 $199,924 - $217,811
2,311 New
2,311 $215,000
Q2 2019

Aug 07, 2019

SELL
$71.76 - $84.63 $11,338 - $13,371
-158 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$67.29 - $78.72 $3,902 - $4,565
58 Added 58.0%
158 $12,000
Q4 2018

Jan 16, 2019

BUY
$61.6 - $74.72 $4,373 - $5,305
71 Added 244.83%
100 $7,000
Q2 2018

Jul 17, 2018

BUY
$50.01 - $62.69 $200 - $250
4 Added 16.0%
29 $2,000
Q1 2018

Apr 12, 2018

SELL
$52.03 - $64.14 $9,833 - $12,122
-189 Reduced 88.32%
25 $1,000
Q4 2017

Feb 09, 2018

BUY
$63.27 - $69.55 $13,539 - $14,883
214
214 $13,000

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 $49.1B
  • 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 Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. 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 Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.