A detailed history of Sage Mountain Advisors LLC transactions in Welltower Inc. stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 3,764 shares of WELL stock, worth $469,144. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,764
Previous 3,873 2.81%
Holding current value
$469,144
Previous $403,000 19.35%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 29, 2024

SELL
$104.0 - $129.74 $11,336 - $14,141
-109 Reduced 2.81%
3,764 $481,000
Q2 2024

Jul 31, 2024

BUY
$88.31 - $105.01 $106,501 - $126,642
1,206 Added 45.22%
3,873 $403,000
Q1 2024

Apr 23, 2024

BUY
$86.51 - $94.25 $10,813 - $11,781
125 Added 4.92%
2,667 $249,000
Q4 2023

Feb 01, 2024

BUY
$79.31 - $91.87 $3,568 - $4,134
45 Added 1.8%
2,542 $229,000
Q3 2023

Oct 25, 2023

SELL
$78.6 - $85.47 $12,654 - $13,760
-161 Reduced 6.06%
2,497 $204,000
Q2 2023

Jul 24, 2023

BUY
$70.38 - $81.95 $187,070 - $217,823
2,658 New
2,658 $215,000

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 $57.8B
  • 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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