Regent Peak Wealth Advisors LLC Welltower Inc. Transaction History
Regent Peak Wealth Advisors LLC
- $428 Million
- Q1 2025
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 1,570 shares of WELL stock, worth $236,913. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,570
Previous 1,594
1.51%
Holding current value
$236,913
Previous $200,000
20.0%
% of portfolio
0.06%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding WELL
# of Institutions
1,362Shares Held
583MCall Options Held
1.71MPut Options Held
1.25M-
Vanguard Group Inc Valley Forge, PA92.4MShares$13.9 Billion0.26% of portfolio
-
Black Rock Inc. New York, NY59MShares$8.9 Billion0.14% of portfolio
-
Capital International Investors Los Angeles, CA42.6MShares$6.43 Billion1.34% of portfolio
-
State Street Corp Boston, MA37.9MShares$5.72 Billion0.25% of portfolio
-
Cohen & Steers, Inc. New York, NY35.8MShares$5.41 Billion10.14% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $69.9B
- 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...