A detailed history of Level Four Advisory Services, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 6,460 shares of WELL stock, worth $890,898. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,460
Previous 6,464 0.06%
Holding current value
$890,898
Previous $673,000 22.73%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$104.0 - $129.74 $416 - $518
-4 Reduced 0.06%
6,460 $826,000
Q2 2024

Aug 09, 2024

SELL
$88.31 - $105.01 $169,290 - $201,304
-1,917 Reduced 22.87%
6,464 $673,000
Q4 2023

Feb 08, 2024

BUY
$79.31 - $91.87 $58,451 - $67,708
737 Added 9.64%
8,381 $755,000
Q3 2023

Nov 13, 2023

SELL
$78.6 - $85.47 $71,840 - $78,119
-914 Reduced 10.68%
7,644 $626,000
Q2 2023

Jul 10, 2023

BUY
$70.38 - $81.95 $33,430 - $38,926
475 Added 5.88%
8,558 $692,000
Q1 2023

Jun 05, 2023

BUY
$65.76 - $78.05 $138,030 - $163,826
2,099 Added 35.08%
8,083 $579,000
Q4 2022

Feb 13, 2023

BUY
$57.37 - $71.58 $33,446 - $41,731
583 Added 10.79%
5,984 $392,000
Q3 2022

Nov 07, 2022

SELL
$63.33 - $86.34 $13,299 - $18,131
-210 Reduced 3.74%
5,401 $347,000
Q2 2022

Aug 08, 2022

BUY
$77.45 - $97.82 $14,715 - $18,585
190 Added 3.5%
5,611 $462,000
Q1 2022

May 10, 2022

SELL
$79.67 - $98.31 $8,604 - $10,617
-108 Reduced 1.95%
5,421 $521,000
Q4 2021

Feb 11, 2022

SELL
$79.36 - $87.07 $28,569 - $31,345
-360 Reduced 6.11%
5,529 $474,000
Q3 2021

Oct 12, 2021

BUY
$82.4 - $89.68 $69,710 - $75,869
846 Added 16.78%
5,889 $485,000
Q2 2021

Aug 09, 2021

SELL
$71.04 - $84.02 $4,972 - $5,881
-70 Reduced 1.37%
5,043 $419,000
Q1 2021

May 10, 2021

BUY
$59.79 - $74.55 $3,228 - $4,025
54 Added 1.07%
5,113 $366,000
Q4 2020

Feb 10, 2021

SELL
$52.26 - $67.84 $3,083 - $4,002
-59 Reduced 1.15%
5,059 $327,000
Q3 2020

Nov 02, 2020

SELL
$49.2 - $61.12 $5,904 - $7,334
-120 Reduced 2.29%
5,118 $282,000
Q2 2020

Aug 17, 2020

BUY
$37.26 - $61.65 $195,167 - $322,922
5,238 New
5,238 $273,000
Q2 2020

Jul 27, 2020

SELL
$37.26 - $61.65 $270,954 - $448,318
-7,272 Closed
0 $0
Q1 2020

May 13, 2020

SELL
$33.22 - $89.84 $65,277 - $176,535
-1,965 Reduced 21.27%
7,272 $335,000
Q4 2019

Feb 13, 2020

BUY
$77.4 - $92.21 $9,984 - $11,895
129 Added 1.42%
9,237 $753,000
Q3 2019

Nov 12, 2019

SELL
$81.74 - $92.46 $54,275 - $61,393
-664 Reduced 6.79%
9,108 $826,000
Q2 2019

Aug 14, 2019

BUY
$71.76 - $84.63 $51,308 - $60,510
715 Added 7.89%
9,772 $797,000
Q1 2019

May 15, 2019

BUY
$67.29 - $78.72 $197,159 - $230,649
2,930 Added 47.82%
9,057 $703,000
Q4 2018

Feb 08, 2019

BUY
$61.6 - $74.72 $13,921 - $16,886
226 Added 3.83%
6,127 $425,000
Q3 2018

Nov 14, 2018

SELL
$61.7 - $67.46 $18,941 - $20,710
-307 Reduced 4.95%
5,901 $380,000
Q2 2018

Aug 14, 2018

SELL
$50.01 - $62.69 $208,241 - $261,041
-4,164 Reduced 40.15%
6,208 $389,000
Q1 2018

May 14, 2018

SELL
$52.03 - $64.14 $15,244 - $18,793
-293 Reduced 2.75%
10,372 $565,000
Q4 2017

Feb 13, 2018

SELL
$63.27 - $69.55 $222,647 - $244,746
-3,519 Reduced 24.81%
10,665 $680,000
Q3 2017

Apr 03, 2018

BUY
$69.91 - $75.36 $87,806 - $94,652
1,256 Added 9.72%
14,184 $997,000
Q3 2017

Nov 15, 2017

SELL
$69.91 - $75.36 $105,214 - $113,416
-1,505 Reduced 10.43%
12,928 $882,000
Q1 2017

Sep 20, 2017

BUY
N/A
14,433
14,433 $1.03 Million

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 $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...
More about WELL
Track This Portfolio

Track Level Four Advisory Services, LLC Portfolio

Follow Level Four Advisory Services, 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 Level Four Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Level Four Advisory Services, LLC with notifications on news.