A detailed history of Lumbard & Kellner, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Lumbard & Kellner, LLC holds 5,496 shares of WELL stock, worth $757,953. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,496
Previous 5,496 -0.0%
Holding current value
$757,953
Previous $572,000 22.9%
% of portfolio
0.32%
Previous 0.27%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

BUY
$57.37 - $71.58 $315,305 - $393,403
5,496 New
5,496 $360,000
Q2 2022

Aug 15, 2022

SELL
$77.45 - $97.82 $337,294 - $426,006
-4,355 Reduced 44.21%
5,496 $453,000
Q1 2022

May 13, 2022

BUY
$79.67 - $98.31 $876 - $1,081
11 Added 0.11%
9,851 $947,000
Q4 2021

Feb 18, 2022

BUY
$79.36 - $87.07 $4,761 - $5,224
60 Added 0.61%
9,840 $843,000
Q2 2021

Aug 26, 2021

BUY
$71.04 - $84.02 $923 - $1,092
13 Added 0.13%
9,780 $813,000
Q1 2021

May 17, 2021

BUY
$59.79 - $74.55 $8,968 - $11,182
150 Added 1.56%
9,767 $700,000
Q4 2020

Feb 11, 2021

BUY
$52.26 - $67.84 $502,584 - $652,417
9,617 New
9,617 $621,000

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 $63.9B
  • 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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