A detailed history of Long View Wealth Management transactions in Welltower Inc. stock. As of the latest transaction made, Long View Wealth Management holds 5,144 shares of WELL stock, worth $664,759. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,144
Previous 5,258 2.17%
Holding current value
$664,759
Previous $548 Million 20.14%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Oct 09, 2024

SELL
$104.0 - $129.74 $11,856 - $14,790
-114 Reduced 2.17%
5,144 $659 Million
Q2 2024

Jul 22, 2024

BUY
$88.31 - $105.01 $12,540 - $14,911
142 Added 2.78%
5,258 $548 Million
Q1 2024

Apr 16, 2024

BUY
$86.51 - $94.25 $8,997 - $9,802
104 Added 2.08%
5,116 $478 Million
Q4 2023

Jan 10, 2024

BUY
$79.31 - $91.87 $397,501 - $460,452
5,012 New
5,012 $449 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 $59.9B
  • 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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