Mark Sheptoff Financial Planning, LLC Welltower Inc. Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 100 shares of WELL stock, worth $19,382. This represents 0.01% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$19,382
Previous $15,000
13.33%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding WELL
# of Institutions
1,497Shares Held
597MCall Options Held
1.32MPut Options Held
1.24M-
Vanguard Group Inc Valley Forge, PA89.8MShares$17.4 Billion0.25% of portfolio
-
Black Rock Inc. New York, NY59MShares$11.4 Billion0.14% of portfolio
-
Capital International Investors Los Angeles, CA46.5MShares$9.02 Billion1.4% of portfolio
-
State Street Corp Boston, MA41.3MShares$8 Billion0.26% of portfolio
-
Cohen & Steers, Inc. New York, NY33.6MShares$6.51 Billion10.79% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $89.8B
- 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...