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 $320,580. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,307
Previous 2,307 -0.0%
Holding current value
$320,580
Previous $240,000 22.92%
% of portfolio
0.12%
Previous 0.12%

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 $64.4B
  • 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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