A detailed history of New Edge Wealth, LLC transactions in Welltower Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 191,256 shares of WELL stock, worth $25.7 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
191,256
Previous 158,225 20.88%
Holding current value
$25.7 Million
Previous $16.5 Million 48.42%
% of portfolio
0.45%
Previous 0.37%

Shares

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

Nov 12, 2024

BUY
$104.0 - $129.74 $3.44 Million - $4.29 Million
33,031 Added 20.88%
191,256 $24.5 Million
Q2 2024

Aug 01, 2024

BUY
$88.31 - $105.01 $395,982 - $470,864
4,484 Added 2.92%
158,225 $16.5 Million
Q1 2024

May 06, 2024

BUY
$86.51 - $94.25 $12.5 Million - $13.6 Million
144,556 Added 1573.83%
153,741 $14.4 Million
Q4 2023

Jan 29, 2024

BUY
$79.31 - $91.87 $109,051 - $126,321
1,375 Added 17.61%
9,185 $828,000
Q3 2023

Nov 08, 2023

SELL
$78.6 - $85.47 $7,781 - $8,461
-99 Reduced 1.25%
7,810 $639,000
Q2 2023

Aug 09, 2023

SELL
$70.38 - $81.95 $15,342 - $17,865
-218 Reduced 2.68%
7,909 $639,000
Q1 2023

May 08, 2023

BUY
$65.76 - $78.05 $101,862 - $120,899
1,549 Added 23.55%
8,127 $582,000
Q4 2022

Feb 14, 2023

SELL
$57.37 - $71.58 $803 - $1,002
-14 Reduced 0.21%
6,578 $431,000
Q3 2022

Nov 14, 2022

BUY
$63.33 - $86.34 $33,628 - $45,846
531 Added 8.76%
6,592 $424,000
Q2 2022

Aug 09, 2022

BUY
$77.45 - $97.82 $469,424 - $592,887
6,061 New
6,061 $499,000

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 $62.3B
  • 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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