A detailed history of Proquility Private Wealth Partners, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Proquility Private Wealth Partners, LLC holds 16,743 shares of WELL stock, worth $2.09 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
16,743
Previous 20,541 18.49%
Holding current value
$2.09 Million
Previous $2.14 Million 0.09%
% of portfolio
0.69%
Previous 0.73%

Shares

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

Oct 15, 2024

SELL
$104.0 - $129.74 $394,992 - $492,752
-3,798 Reduced 18.49%
16,743 $2.14 Million
Q2 2024

Aug 09, 2024

BUY
$88.31 - $105.01 $24,550 - $29,192
278 Added 1.37%
20,541 $2.14 Million
Q1 2024

May 02, 2024

BUY
$86.51 - $94.25 $92,738 - $101,036
1,072 Added 5.59%
20,263 $1.89 Million
Q4 2023

Feb 12, 2024

BUY
$79.31 - $91.87 $1.52 Million - $1.76 Million
19,191 New
19,191 $1.73 Million

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 $57.8B
  • 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 Proquility Private Wealth Partners, LLC Portfolio

Follow Proquility Private Wealth Partners, LLC 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 Proquility Private Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proquility Private Wealth Partners, LLC with notifications on news.