A detailed history of Prudent Man Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Prudent Man Advisors, LLC holds 4,263 shares of WELL stock, worth $451,750. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,263
Previous 4,598 7.29%
Holding current value
$451,750
Previous $414,000 3.86%
% of portfolio
0.15%
Previous 0.16%

Shares

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

May 14, 2024

SELL
$86.51 - $94.25 $28,980 - $31,573
-335 Reduced 7.29%
4,263 $398,000
Q4 2023

Feb 13, 2024

SELL
$79.31 - $91.87 $3,806 - $4,409
-48 Reduced 1.03%
4,598 $414,000
Q2 2023

Aug 10, 2023

BUY
$70.38 - $81.95 $2,041 - $2,376
29 Added 0.63%
4,646 $376,000
Q4 2022

Feb 13, 2023

BUY
$57.37 - $71.58 $31,324 - $39,082
546 Added 13.41%
4,617 $303,000
Q3 2022

Nov 09, 2022

BUY
$63.33 - $86.34 $103,671 - $141,338
1,637 Added 67.26%
4,071 $262,000
Q1 2022

May 09, 2022

SELL
$79.67 - $98.31 $1,832 - $2,261
-23 Reduced 0.94%
2,434 $234,000
Q4 2021

Feb 10, 2022

SELL
$79.36 - $87.07 $46,266 - $50,761
-583 Reduced 19.18%
2,457 $211,000
Q3 2021

Nov 10, 2021

BUY
$82.4 - $89.68 $250,496 - $272,627
3,040 New
3,040 $250,000

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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