A detailed history of Old North State Wealth Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 12,864 shares of WELL stock, worth $1.68 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
12,864
Previous 12,786 0.61%
Holding current value
$1.68 Million
Previous $1.33 Billion 23.5%
% of portfolio
0.92%
Previous 0.88%

Shares

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

Oct 29, 2024

BUY
$104.0 - $129.74 $8,112 - $10,119
78 Added 0.61%
12,864 $1.65 Billion
Q2 2024

Oct 29, 2024

SELL
$88.31 - $105.01 $944,828 - $1.12 Million
-10,699 Reduced 45.56%
12,786 $1.33 Billion
Q1 2024

Oct 29, 2024

BUY
$86.51 - $94.25 $28,115 - $30,631
325 Added 1.4%
23,485 $2.2 Billion
Q4 2023

Oct 28, 2024

BUY
$79.31 - $91.87 $43,541 - $50,436
549 Added 2.43%
23,160 $2.09 Billion
Q3 2023

Oct 28, 2024

BUY
$78.6 - $85.47 $42,915 - $46,666
546 Added 2.47%
22,611 $1.85 Billion
Q2 2023

Oct 28, 2024

BUY
$70.38 - $81.95 $12,316 - $14,341
175 Added 0.8%
22,065 $1.79 Billion
Q1 2023

Oct 28, 2024

BUY
$65.76 - $78.05 $185,706 - $220,413
2,824 Added 14.81%
21,890 $1.57 Billion
Q4 2022

Oct 25, 2024

BUY
$57.37 - $71.58 $376,117 - $469,278
6,556 Added 52.41%
19,066 $1.25 Billion
Q3 2022

Oct 25, 2024

BUY
$63.33 - $86.34 $125,140 - $170,607
1,976 Added 18.76%
12,510 $805 Million
Q2 2022

Oct 25, 2024

BUY
$77.45 - $97.82 $2,246 - $2,836
29 Added 0.28%
10,534 $868 Million
Q1 2022

Oct 25, 2024

BUY
$79.67 - $98.31 $6,453 - $7,963
81 Added 0.78%
10,505 $1.01 Billion
Q4 2021

Oct 24, 2024

BUY
$79.36 - $87.07 $827,248 - $907,617
10,424 New
10,424 $895 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 $60.5B
  • 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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