A detailed history of Pds Planning, Inc transactions in Welltower Inc. stock. As of the latest transaction made, Pds Planning, Inc holds 3,372 shares of WELL stock, worth $357,330. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,372
Previous 3,271 3.09%
Holding current value
$357,330
Previous $294,000 7.14%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

BUY
$86.51 - $94.25 $8,737 - $9,519
101 Added 3.09%
3,372 $315,000
Q4 2023

Feb 01, 2024

BUY
$79.31 - $91.87 $2,458 - $2,847
31 Added 0.96%
3,271 $294,000
Q3 2023

Oct 20, 2023

BUY
$78.6 - $85.47 $7,466 - $8,119
95 Added 3.02%
3,240 $265,000
Q2 2023

Jul 20, 2023

BUY
$70.38 - $81.95 $221,345 - $257,732
3,145 New
3,145 $254,000

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 $49.1B
  • 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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