A detailed history of Ofi Invest Asset Management transactions in Welltower Inc. stock. As of the latest transaction made, Ofi Invest Asset Management holds 8,984 shares of WELL stock, worth $1.15 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,984
Previous 8,947 0.41%
Holding current value
$1.15 Million
Previous $774 Million 12.89%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 19, 2024

BUY
$88.31 - $105.01 $3,267 - $3,885
37 Added 0.41%
8,984 $874 Million
Q1 2024

Apr 29, 2024

SELL
$86.51 - $94.25 $62,200 - $67,765
-719 Reduced 7.44%
8,947 $774 Million
Q4 2023

Feb 14, 2024

SELL
$79.31 - $91.87 $387,508 - $448,876
-4,886 Reduced 33.58%
9,666 $789 Million
Q3 2023

Nov 02, 2023

SELL
$78.6 - $85.47 $61,622 - $67,008
-784 Reduced 5.11%
14,552 $1.13 Billion
Q2 2023

Jul 31, 2023

SELL
$70.38 - $81.95 $77 Million - $89.6 Million
-1,093,708 Reduced 98.62%
15,336 $1.24 Billion
Q1 2023

May 15, 2023

BUY
$65.76 - $78.05 $72.9 Million - $86.6 Million
1,109,044 New
1,109,044 $79.5 Million

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
Track This Portfolio

Track Ofi Invest Asset Management Portfolio

Follow Ofi Invest Asset Management 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 Ofi Invest Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Ofi Invest Asset Management with notifications on news.