Principia Wealth Advisory, LLC Welltower Inc. Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 31 shares of WELL stock, worth $4,749. This represents 0.0% of its overall portfolio holdings.
Number of Shares
31
Previous 15
106.67%
Holding current value
$4,749
Previous $1.89 Million
132.06%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding WELL
# of Institutions
1,243Shares Held
576MCall Options Held
1.08MPut Options Held
2.06M-
Vanguard Group Inc Valley Forge, PA98.3MShares$15.1 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY59MShares$9.04 Billion0.14% of portfolio
-
Cohen & Steers, Inc. New York, NY37.9MShares$5.81 Billion9.05% of portfolio
-
Capital International Investors Los Angeles, CA37.1MShares$5.68 Billion0.92% of portfolio
-
State Street Corp Boston, MA36.4MShares$5.58 Billion0.19% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $71B
- 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...