A detailed history of Sfmg, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Sfmg, LLC holds 3,354 shares of WELL stock, worth $429,312. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,354
Previous 3,416 1.81%
Holding current value
$429,312
Previous $319,000 9.4%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$88.31 - $105.01 $5,475 - $6,510
-62 Reduced 1.81%
3,354 $349,000
Q1 2024

May 07, 2024

SELL
$86.51 - $94.25 $7,612 - $8,294
-88 Reduced 2.51%
3,416 $319,000
Q4 2023

Jan 30, 2024

BUY
$79.31 - $91.87 $7,931 - $9,187
100 Added 2.94%
3,504 $315,000
Q3 2023

Nov 06, 2023

SELL
$78.6 - $85.47 $39,142 - $42,564
-498 Reduced 12.76%
3,404 $278,000
Q1 2023

May 01, 2023

BUY
$65.76 - $78.05 $7,102 - $8,429
108 Added 2.85%
3,902 $279,000
Q2 2022

Aug 08, 2022

SELL
$77.45 - $97.82 $12,779 - $16,140
-165 Reduced 4.17%
3,794 $312,000
Q1 2022

Apr 21, 2022

BUY
$79.67 - $98.31 $15,137 - $18,678
190 Added 5.04%
3,959 $381,000
Q4 2021

Jan 31, 2022

BUY
$79.36 - $87.07 $19,046 - $20,896
240 Added 6.8%
3,769 $323,000
Q3 2021

Nov 01, 2021

BUY
$82.4 - $89.68 $26,368 - $28,697
320 Added 9.97%
3,529 $291,000
Q1 2021

May 03, 2021

BUY
$59.79 - $74.55 $191,866 - $239,230
3,209 New
3,209 $230,000

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 $59.3B
  • 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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