A detailed history of Savvy Advisors, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Savvy Advisors, Inc. holds 3,846 shares of WELL stock, worth $649,820. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,846
Previous 3,128 22.95%
Holding current value
$649,820
Previous $479,000 23.38%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$136.49 - $155.22 $97,999 - $111,447
718 Added 22.95%
3,846 $591,000
Q1 2025

May 12, 2025

BUY
$124.05 - $156.86 $41,184 - $52,077
332 Added 11.87%
3,128 $479,000
Q4 2024

Feb 13, 2025

BUY
$123.11 - $139.3 $344,215 - $389,482
2,796 New
2,796 $352,000

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 $78.3B
  • 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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