A detailed history of Pensionmark Financial Group, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 12,296 shares of WELL stock, worth $2.38 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,296
Previous 2,195 460.18%
Holding current value
$2.38 Million
Previous $337,000 549.85%
% of portfolio
0.05%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

BUY
$150.71 - $178.14 $1.52 Million - $1.8 Million
10,101 Added 460.18%
12,296 $2.19 Million
Q2 2025

Aug 04, 2025

SELL
$136.49 - $155.22 $27,980 - $31,820
-205 Reduced 8.54%
2,195 $337,000
Q1 2025

Apr 29, 2025

BUY
$124.05 - $156.86 $20,344 - $25,725
164 Added 7.33%
2,400 $367,000
Q4 2024

Feb 12, 2025

BUY
$123.11 - $139.3 $275,273 - $311,474
2,236 New
2,236 $281,000

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 $89.8B
  • 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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