A detailed history of Liberty Wealth Management LLC transactions in Welltower Inc. stock. As of the latest transaction made, Liberty Wealth Management LLC holds 1,587 shares of WELL stock, worth $218,053. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,587
Holding current value
$218,053
% of portfolio
0.04%

Shares

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

Nov 01, 2024

BUY
$104.0 - $129.74 $165,048 - $205,897
1,587 New
1,587 $203,000
Q4 2021

Feb 15, 2022

SELL
$79.36 - $87.07 $147,133 - $161,427
-1,854 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$82.4 - $89.68 $2,801 - $3,049
34 Added 1.87%
1,854 $153,000
Q2 2021

Aug 13, 2021

SELL
$71.04 - $84.02 $10.6 Million - $12.6 Million
-149,430 Reduced 98.8%
1,820 $151,000
Q2 2021

Aug 13, 2021

BUY
$71.04 - $84.02 $10.6 Million - $12.6 Million
149,442 Added 8265.6%
151,250 $1.82 Million
Q3 2020

Nov 05, 2020

SELL
$49.2 - $61.12 $738 - $916
-15 Reduced 0.82%
1,808 $100,000
Q2 2020

Aug 04, 2020

SELL
$37.26 - $61.65 $16,021 - $26,509
-430 Reduced 19.09%
1,823 $94,000
Q1 2020

Apr 27, 2020

SELL
$33.22 - $89.84 $2,425 - $6,558
-73 Reduced 3.14%
2,253 $103,000
Q4 2019

Feb 05, 2020

BUY
$77.4 - $92.21 $7,120 - $8,483
92 Added 4.12%
2,326 $190,000
Q3 2019

Oct 30, 2019

BUY
$81.74 - $92.46 $5,394 - $6,102
66 Added 3.04%
2,234 $198,000
Q2 2019

Jul 30, 2019

BUY
$71.76 - $84.63 $574 - $677
8 Added 0.37%
2,168 $177,000
Q1 2019

Apr 18, 2019

BUY
$67.29 - $78.72 $3,162 - $3,699
47 Added 2.22%
2,160 $167,000
Q4 2018

Mar 26, 2019

BUY
$61.6 - $74.72 $130,160 - $157,883
2,113 New
2,113 $146,000

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 $63.7B
  • 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
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