A detailed history of Livelsberger Financial Advisory transactions in Welltower Inc. stock. As of the latest transaction made, Livelsberger Financial Advisory holds 3,678 shares of WELL stock, worth $470,784. This represents 5.72% of its overall portfolio holdings.

Number of Shares
3,678
Previous 3,663 0.41%
Holding current value
$470,784
Previous $364 Million 5.3%
% of portfolio
5.72%
Previous 4.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$88.31 - $105.01 $1,324 - $1,575
15 Added 0.41%
3,678 $383 Million
Q1 2024

May 21, 2024

SELL
$86.51 - $94.25 $13,063 - $14,231
-151 Reduced 3.96%
3,663 $364 Million
Q4 2023

Mar 22, 2024

BUY
$79.31 - $91.87 $302,488 - $350,392
3,814 New
3,814 $344 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 $59.3B
  • 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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