Safeguard Investment Advisory Group, LLC Welltower Inc. Transaction History
Safeguard Investment Advisory Group, LLC
- $350 Million
- Q3 2024
A detailed history of Safeguard Investment Advisory Group, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 2,588 shares of WELL stock, worth $356,833. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,588
Previous 2,573
0.58%
Holding current value
$356,833
Previous $268,000
23.51%
% of portfolio
0.09%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding WELL
# of Institutions
1,153Shares Held
548MCall Options Held
1.11MPut Options Held
2.1M-
Vanguard Group Inc Valley Forge, PA95.7MShares$13.2 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY59MShares$8.13 Billion0.14% of portfolio
-
Cohen & Steers, Inc. New York, NY38MShares$5.24 Billion8.66% of portfolio
-
Capital International Investors Los Angeles, CA36.8MShares$5.07 Billion0.93% of portfolio
-
State Street Corp Boston, MA35.6MShares$4.91 Billion0.19% of portfolio
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...