A detailed history of Panoramic Investment Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 4,652 shares of WELL stock, worth $641,417. This represents 0.41% of its overall portfolio holdings.

Number of Shares
4,652
Previous 5,825 20.14%
Holding current value
$641,417
Previous $544 Million 9.43%
% of portfolio
0.41%
Previous 0.4%

Shares

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

Oct 31, 2024

SELL
$104.0 - $129.74 $121,992 - $152,185
-1,173 Reduced 20.14%
4,652 $596 Million
Q1 2024

Apr 18, 2024

SELL
$86.51 - $94.25 $34,604 - $37,700
-400 Reduced 6.43%
5,825 $544 Million
Q4 2023

Jan 23, 2024

SELL
$79.31 - $91.87 $7,931 - $9,187
-100 Reduced 1.58%
6,225 $561 Million
Q3 2023

Nov 15, 2023

SELL
$78.6 - $85.47 $19,650 - $21,367
-250 Reduced 3.8%
6,325 $518 Million
Q4 2022

Mar 01, 2023

BUY
$57.37 - $71.58 $377,207 - $470,638
6,575 New
6,575 $431 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 $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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