Marshall Financial Group LLC Welltower Inc. Transaction History
Marshall Financial Group LLC
- $478 Million
- Q2 2025
A detailed history of Marshall Financial Group LLC transactions in Welltower Inc. stock. As of the latest transaction made, Marshall Financial Group LLC holds 4,190 shares of WELL stock, worth $637,927. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,190
Previous 5,189
19.25%
Holding current value
$637,927
Previous $795,000
18.99%
% of portfolio
0.13%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding WELL
# of Institutions
1,366Shares Held
583MCall Options Held
1.71MPut Options Held
1.25M-
Vanguard Group Inc Valley Forge, PA92.4MShares$14.1 Billion0.26% of portfolio
-
Black Rock Inc. New York, NY59MShares$8.98 Billion0.14% of portfolio
-
Capital International Investors Los Angeles, CA42.6MShares$6.48 Billion1.34% of portfolio
-
State Street Corp Boston, MA37.9MShares$5.77 Billion0.25% of portfolio
-
Cohen & Steers, Inc. New York, NY35.8MShares$5.45 Billion10.14% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $70.5B
- 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...