A detailed history of Perigon Wealth Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 2,389 shares of WELL stock, worth $327,316. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,389
Holding current value
$327,316
% of portfolio
0.01%

Shares

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

Oct 16, 2024

BUY
$104.0 - $129.74 $248,456 - $309,948
2,389 New
2,389 $305,000
Q1 2021

May 17, 2021

SELL
$59.79 - $74.55 $63,915 - $79,693
-1,069 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$52.26 - $67.84 $55,865 - $72,520
1,069 New
1,069 $69,000
Q2 2018

Aug 07, 2018

SELL
$50.01 - $62.69 $14,602 - $18,305
-292 Closed
0 $0
Q1 2018

May 15, 2018

SELL
$52.03 - $64.14 $43,393 - $53,492
-834 Reduced 74.07%
292 $16,000
Q4 2017

Feb 14, 2018

BUY
$63.27 - $69.55 $52,767 - $58,004
834 Added 285.62%
1,126 $72,000
Q3 2017

Dec 05, 2017

BUY
$69.91 - $75.36 $20,413 - $22,005
292
292 $21,000

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 $63.5B
  • 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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