A detailed history of Private Trust CO Na transactions in Welltower Inc. stock. As of the latest transaction made, Private Trust CO Na holds 356 shares of WELL stock, worth $47,444. This represents 0.0% of its overall portfolio holdings.

Number of Shares
356
Previous 808 55.94%
Holding current value
$47,444
Previous $75,000 50.67%
% of portfolio
0.0%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$88.31 - $105.01 $39,916 - $47,464
-452 Reduced 55.94%
356 $37,000
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 $61.8B
  • 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 Private Trust CO Na Portfolio

Follow Private Trust CO Na 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 Private Trust CO Na, based on Form 13F filings with the SEC.

News

Stay updated on Private Trust CO Na with notifications on news.