A detailed history of Mosaic Family Wealth Partners, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 2,500 shares of WELL stock, worth $340,050. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,500
Previous 2,530 1.19%
Holding current value
$340,050
Previous $264 Million 21.35%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 13, 2024

SELL
$104.0 - $129.74 $3,120 - $3,892
-30 Reduced 1.19%
2,500 $320 Million
Q2 2024

Aug 06, 2024

BUY
$88.31 - $105.01 $2,649 - $3,150
30 Added 1.2%
2,530 $264 Million
Q4 2023

Jan 29, 2024

SELL
$79.31 - $91.87 $79,310 - $91,870
-1,000 Reduced 28.57%
2,500 $225 Million
Q4 2022

Feb 14, 2023

BUY
$57.37 - $71.58 $200,795 - $250,530
3,500 New
3,500 $229 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 $63B
  • 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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