A detailed history of Naviter Wealth, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Naviter Wealth, LLC holds 34,850 shares of WELL stock, worth $4.46 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
34,850
Previous 32,822 6.18%
Holding current value
$4.46 Million
Previous $3.07 Million 18.49%
% of portfolio
0.55%
Previous 0.51%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

BUY
$88.31 - $105.01 $179,092 - $212,960
2,028 Added 6.18%
34,850 $3.63 Million
Q1 2024

Apr 18, 2024

BUY
$86.51 - $94.25 $291,625 - $317,716
3,371 Added 11.45%
32,822 $3.07 Million
Q4 2023

Feb 05, 2024

BUY
$79.31 - $91.87 $363,636 - $421,223
4,585 Added 18.44%
29,451 $2.66 Million
Q3 2023

Nov 14, 2023

BUY
$78.6 - $85.47 $163,959 - $178,290
2,086 Added 9.16%
24,866 $2.04 Million
Q2 2023

Jul 20, 2023

BUY
$70.38 - $81.95 $185,099 - $215,528
2,630 Added 13.05%
22,780 $1.84 Million
Q1 2023

Apr 12, 2023

BUY
$65.76 - $78.05 $125,733 - $149,231
1,912 Added 10.48%
20,150 $1.44 Million
Q4 2022

Jan 31, 2023

BUY
$57.37 - $71.58 $170,962 - $213,308
2,980 Added 19.53%
18,238 $1.2 Million
Q3 2022

Oct 27, 2022

BUY
$63.33 - $86.34 $403,222 - $549,726
6,367 Added 71.61%
15,258 $981,000
Q2 2022

Jul 18, 2022

SELL
$77.45 - $97.82 $32,683 - $41,280
-422 Reduced 4.53%
8,891 $732,000
Q1 2022

Apr 21, 2022

SELL
$79.67 - $98.31 $17,766 - $21,923
-223 Reduced 2.34%
9,313 $895,000
Q4 2021

Feb 03, 2022

BUY
$79.36 - $87.07 $756,776 - $830,299
9,536 New
9,536 $818,000

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 $59.3B
  • 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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