A detailed history of Northcape Wealth Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Northcape Wealth Management, LLC holds 2,092 shares of WELL stock, worth $288,507. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,092
Previous 2,092 -0.0%
Holding current value
$288,507
Previous $218,000 22.48%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Jul 25, 2024

BUY
$88.31 - $105.01 $184,744 - $219,680
2,092 New
2,092 $218,000
Q4 2023

Feb 05, 2024

BUY
$79.31 - $91.87 $180,113 - $208,636
2,271 New
2,271 $204,000
Q2 2022

Aug 09, 2022

SELL
$77.45 - $97.82 $162,490 - $205,226
-2,098 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
$79.67 - $98.31 $167,147 - $206,254
2,098 New
2,098 $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 $63.9B
  • 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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