A detailed history of Life Plan Financial, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Life Plan Financial, LLC holds 3,483 shares of WELL stock, worth $480,236. This represents 0.38% of its overall portfolio holdings.

Number of Shares
3,483
Previous 3,840 9.3%
Holding current value
$480,236
Previous $400 Million 11.39%
% of portfolio
0.38%
Previous 0.37%

Shares

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

Oct 03, 2024

SELL
$104.0 - $129.74 $37,128 - $46,317
-357 Reduced 9.3%
3,483 $446 Million
Q2 2024

Jul 30, 2024

SELL
$88.31 - $105.01 $24,903 - $29,612
-282 Reduced 6.84%
3,840 $400 Million
Q1 2024

Apr 30, 2024

SELL
$86.51 - $94.25 $15,571 - $16,965
-180 Reduced 4.18%
4,122 $385 Million
Q4 2023

Jan 30, 2024

BUY
$79.31 - $91.87 $341,191 - $395,224
4,302 New
4,302 $388 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
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