A detailed history of Private Trust CO Na transactions in Welltower Inc. stock. As of the latest transaction made, Private Trust CO Na holds 808 shares of WELL stock, worth $85,623. This represents 0.01% of its overall portfolio holdings.

Number of Shares
808
Previous 825 2.06%
Holding current value
$85,623
Previous $74,000 1.35%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

SELL
$86.51 - $94.25 $1,470 - $1,602
-17 Reduced 2.06%
808 $75,000
Q4 2023

Jan 24, 2024

BUY
$79.31 - $91.87 $21,255 - $24,621
268 Added 48.11%
825 $74,000
Q3 2023

Oct 18, 2023

SELL
$78.6 - $85.47 $11,790 - $12,820
-150 Reduced 21.22%
557 $45,000
Q2 2023

Jul 28, 2023

SELL
$70.38 - $81.95 $4,363 - $5,080
-62 Reduced 8.06%
707 $57,000
Q1 2023

Apr 12, 2023

SELL
$65.76 - $78.05 $3,814 - $4,526
-58 Reduced 7.01%
769 $55,000
Q4 2022

Jan 18, 2023

BUY
$57.37 - $71.58 $4,704 - $5,869
82 Added 11.01%
827 $0
Q3 2022

Oct 17, 2022

SELL
$63.33 - $86.34 $31,031 - $42,306
-490 Reduced 39.68%
745 $47,000
Q2 2022

Sep 16, 2022

BUY
$77.45 - $97.82 $95,650 - $120,807
1,235 New
1,235 $102,000

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 $49.1B
  • 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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