A detailed history of Schechter Investment Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 4,824 shares of WELL stock, worth $513,659. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,824
Previous 4,237 13.85%
Holding current value
$513,659
Previous $382,000 17.8%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$86.51 - $94.25 $50,781 - $55,324
587 Added 13.85%
4,824 $450,000
Q4 2023

Jan 17, 2024

BUY
$79.31 - $91.87 $26,886 - $31,143
339 Added 8.7%
4,237 $382,000
Q3 2023

Nov 06, 2023

BUY
$78.6 - $85.47 $21,929 - $23,846
279 Added 7.71%
3,898 $319,000
Q2 2023

Jul 26, 2023

BUY
$70.38 - $81.95 $41,383 - $48,186
588 Added 19.4%
3,619 $292,000
Q1 2023

Apr 28, 2023

BUY
$65.76 - $78.05 $199,318 - $236,569
3,031 New
3,031 $217,000
Q2 2022

Nov 03, 2022

BUY
$77.45 - $97.82 $197,110 - $248,951
2,545 New
2,545 $209,000
Q1 2022

Nov 18, 2022

BUY
$79.67 - $98.31 $192,243 - $237,222
2,413 New
2,413 $232,000

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 $49.3B
  • 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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