A detailed history of Plante Moran Financial Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 46 shares of WELL stock, worth $6,256. This represents 0.0% of its overall portfolio holdings.

Number of Shares
46
Holding current value
$6,256
% of portfolio
0.0%

Shares

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

Oct 30, 2024

BUY
$104.0 - $129.74 $4,784 - $5,968
46 New
46 $5,000
Q1 2022

May 06, 2022

SELL
$79.67 - $98.31 $0 - $0
0 Closed
0 $0
Q4 2021

Feb 09, 2022

SELL
$79.36 - $87.07 $18,728 - $20,548
-236 Closed
0 $0
Q1 2021

May 13, 2021

BUY
$59.79 - $74.55 $777 - $969
13 Added 5.83%
236 $17,000
Q3 2018

Nov 09, 2018

SELL
$61.7 - $67.46 $3,393 - $3,710
-55 Reduced 19.78%
223 $14,000
Q2 2018

Jul 26, 2018

BUY
$50.01 - $62.69 $2,750 - $3,447
55 Added 24.66%
278 $17,000
Q1 2018

May 01, 2018

BUY
$52.03 - $64.14 $11,602 - $14,303
223 New
223 $12,000

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 $63B
  • 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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