Loring Wolcott & Coolidge Fiduciary Advisors LLP Welltower Inc. Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.5 Billion
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 12, 2021	SELL	$82.4 - $89.68 $3,625 - $3,945	-44 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$71.04 - $84.02 $3,125 - $3,696	44 New	44 $4,000
Q4 2017 Feb 08, 2018	SELL	$63.27 - $69.55 $379 - $417	-6 Closed	0 $0
Q3 2017 Oct 27, 2017	BUY	$69.91 - $75.36 $419 - $452	6	6 $0

Others Institutions Holding WELL

# of Institutions

1,077

Shares Held

570M

Call Options Held

951K

Put Options Held

1.54M

Vanguard Group Inc Valley Forge, PA

94.4M
Shares

$12 Billion
0.19% of portfolio
Black Rock Inc. New York, NY

59M
Shares

$7.49 Billion
0.14% of portfolio
Cohen & Steers, Inc. New York, NY

38.9M
Shares

$4.94 Billion
8.5% of portfolio
Capital International Investors Los Angeles, CA

35.9M
Shares

$4.57 Billion
0.79% of portfolio
State Street Corp Boston, MA

35.6M
Shares

$4.52 Billion
0.16% of portfolio

View Full List

About WELLTOWER INC.

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $58.9B
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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