A detailed history of Planned Solutions, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Planned Solutions, Inc. holds 2,307 shares of WELL stock, worth $245,649. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,307
Previous 2,307 -0.0%
Holding current value
$245,649
Previous $208,000 3.37%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024

BUY
$79.31 - $91.87 $182,968 - $211,944
2,307 New
2,307 $208,000
Q2 2022

Jul 14, 2022

SELL
$77.45 - $97.82 $178,677 - $225,670
-2,307 Closed
0 $0
Q1 2022

Apr 08, 2022

BUY
$79.67 - $98.31 $183,798 - $226,801
2,307 New
2,307 $222,000
Q1 2021

Apr 29, 2021

SELL
$59.79 - $74.55 $137,935 - $171,986
-2,307 Closed
0 $0
Q3 2020

Nov 06, 2020

BUY
$49.2 - $61.12 $113,504 - $141,003
2,307 New
2,307 $127,000

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 $49.3B
  • 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
Track This Portfolio

Track Planned Solutions, Inc. Portfolio

Follow Planned Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.