A detailed history of Regent Peak Wealth Advisors LLC transactions in Welltower Inc. stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,590 shares of WELL stock, worth $217,845. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,590
Holding current value
$217,845
% of portfolio
0.05%

Shares

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

Oct 16, 2024

BUY
$104.0 - $129.74 $165,360 - $206,286
1,590 New
1,590 $203,000
Q1 2021

Apr 28, 2021

SELL
$59.79 - $74.55 $8,729 - $10,884
-146 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$52.26 - $67.84 $7,629 - $9,904
146 New
146 $9,000

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 $63.5B
  • 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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