A detailed history of Retirement Planning CO Of New England, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Retirement Planning CO Of New England, Inc. holds 5,344 shares of WELL stock, worth $736,991. This represents 0.35% of its overall portfolio holdings.

Number of Shares
5,344
Previous 5,627 5.03%
Holding current value
$736,991
Previous $586,000 16.72%
% of portfolio
0.35%
Previous 0.32%

Shares

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

Nov 12, 2024

SELL
$104.0 - $129.74 $29,432 - $36,716
-283 Reduced 5.03%
5,344 $684,000
Q2 2024

Aug 08, 2024

BUY
$88.31 - $105.01 $1,324 - $1,575
15 Added 0.27%
5,627 $586,000
Q1 2024

May 06, 2024

SELL
$86.51 - $94.25 $42,043 - $45,805
-486 Reduced 7.97%
5,612 $524,000
Q4 2023

Feb 12, 2024

BUY
$79.31 - $91.87 $20,224 - $23,426
255 Added 4.36%
6,098 $549,000
Q3 2023

Nov 13, 2023

SELL
$78.6 - $85.47 $78,757 - $85,640
-1,002 Reduced 14.64%
5,843 $478,000
Q2 2023

Aug 11, 2023

BUY
$70.38 - $81.95 $1,548 - $1,802
22 Added 0.32%
6,845 $553,000
Q1 2023

Apr 21, 2023

BUY
$65.76 - $78.05 $65 - $78
1 Added 0.01%
6,823 $489,000
Q4 2022

Feb 03, 2023

BUY
$57.37 - $71.58 $6,597 - $8,231
115 Added 1.71%
6,822 $447,000
Q3 2022

Oct 19, 2022

BUY
$63.33 - $86.34 $63 - $86
1 Added 0.01%
6,707 $431,000
Q2 2022

Aug 12, 2022

BUY
$77.45 - $97.82 $1,161 - $1,467
15 Added 0.22%
6,706 $552,000
Q1 2022

May 06, 2022

SELL
$79.67 - $98.31 $5,815 - $7,176
-73 Reduced 1.08%
6,691 $643,000
Q4 2021

Feb 08, 2022

BUY
$79.36 - $87.07 $536,791 - $588,941
6,764 New
6,764 $580,000

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 $63.9B
  • 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...
More about WELL
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