A detailed history of Mutual Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Mutual Advisors, LLC holds 2,414 shares of WELL stock, worth $255,811. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,414
Previous 2,489 3.01%
Holding current value
$255,811
Previous $224,000 0.45%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$86.51 - $94.25 $6,488 - $7,068
-75 Reduced 3.01%
2,414 $225,000
Q4 2023

Jan 12, 2024

BUY
$79.31 - $91.87 $197,402 - $228,664
2,489 New
2,489 $224,000
Q2 2023

Jul 31, 2023

SELL
$70.38 - $81.95 $12,527 - $14,587
-178 Reduced 6.03%
2,775 $224,000
Q1 2023

Apr 11, 2023

BUY
$65.76 - $78.05 $194,189 - $230,481
2,953 New
2,953 $211,000
Q3 2022

Nov 03, 2022

BUY
$63.33 - $86.34 $198,792 - $271,021
3,139 New
3,139 $202,000

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 $49.1B
  • 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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