Soa Wealth Advisors, Llc. Welltower Inc. Transaction History
Soa Wealth Advisors, Llc.
- $897 Million
- Q2 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Welltower Inc. stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 10,376 shares of WELL stock, worth $1.76 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,376
Previous 9,393
10.47%
Holding current value
$1.76 Million
Previous $1.44 Million
10.84%
% of portfolio
0.18%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding WELL
# of Institutions
1,389Shares Held
584MCall Options Held
1.67MPut Options Held
1.25M-
Vanguard Group Inc Valley Forge, PA92.4MShares$15.7 Billion0.26% of portfolio
-
Black Rock Inc. New York, NY59MShares$10 Billion0.14% of portfolio
-
Capital International Investors Los Angeles, CA42.6MShares$7.23 Billion1.34% of portfolio
-
State Street Corp Boston, MA37.9MShares$6.43 Billion0.25% of portfolio
-
Cohen & Steers, Inc. New York, NY35.8MShares$6.08 Billion10.14% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $78.6B
- 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...