A detailed history of Newbridge Financial Services Group, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 323 shares of WELL stock, worth $42,910. This represents 0.01% of its overall portfolio holdings.

Number of Shares
323
Previous 343 5.83%
Holding current value
$42,910
Previous $35,000 17.14%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$104.0 - $129.74 $2,080 - $2,594
-20 Reduced 5.83%
323 $41,000
Q1 2024

Apr 24, 2024

SELL
$86.51 - $94.25 $22,492 - $24,505
-260 Reduced 43.12%
343 $32,000
Q4 2023

Mar 28, 2024

BUY
$79.31 - $91.87 $79 - $91
1 Added 0.17%
603 $54,000
Q2 2023

Jul 21, 2023

BUY
$70.38 - $81.95 $21,747 - $25,322
309 Added 105.46%
602 $48,000
Q1 2023

Apr 18, 2023

SELL
$65.76 - $78.05 $1,052 - $1,248
-16 Reduced 5.18%
293 $21,000
Q4 2022

Jan 17, 2023

SELL
$57.37 - $71.58 $78,023 - $97,348
-1,360 Reduced 81.49%
309 $0
Q3 2022

Oct 13, 2022

BUY
$63.33 - $86.34 $79,542 - $108,443
1,256 Added 304.12%
1,669 $107,000
Q2 2022

Jul 15, 2022

BUY
$77.45 - $97.82 $5,731 - $7,238
74 Added 21.83%
413 $34,000
Q1 2022

Apr 26, 2022

BUY
$79.67 - $98.31 $3,664 - $4,522
46 Added 15.7%
339 $33,000
Q4 2021

Jan 19, 2022

BUY
$79.36 - $87.07 $13,888 - $15,237
175 Added 148.31%
293 $25,000
Q3 2020

Sep 07, 2021

BUY
$49.2 - $61.12 $5,805 - $7,212
118 New
118 $7,000

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 $61.6B
  • 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
Track This Portfolio

Track Newbridge Financial Services Group, Inc. Portfolio

Follow Newbridge Financial Services Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Newbridge Financial Services Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Newbridge Financial Services Group, Inc. with notifications on news.