A detailed history of Sound Income Strategies, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Sound Income Strategies, LLC holds 255 shares of WELL stock, worth $36,360. This represents 0.0% of its overall portfolio holdings.

Number of Shares
255
Previous 191 33.51%
Holding current value
$36,360
Previous $24,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

BUY
$123.11 - $139.3 $7,879 - $8,915
64 Added 33.51%
255 $32,000
Q3 2024

Oct 10, 2024

BUY
$104.0 - $129.74 $1,560 - $1,946
15 Added 8.52%
191 $24,000
Q2 2024

Jul 12, 2024

SELL
$88.31 - $105.01 $29,407 - $34,968
-333 Reduced 65.42%
176 $18,000
Q1 2024

Apr 15, 2024

BUY
$86.51 - $94.25 $28,894 - $31,479
334 Added 190.86%
509 $47,000
Q4 2022

Jan 11, 2023

BUY
$57.37 - $71.58 $10,039 - $12,526
175 New
175 $0
Q2 2021

Jul 13, 2021

SELL
$71.04 - $84.02 $47,952 - $56,713
-675 Closed
0 $0
Q1 2021

Apr 14, 2021

SELL
$59.79 - $74.55 $2,092 - $2,609
-35 Reduced 4.93%
675 $48,000
Q3 2020

Oct 08, 2020

BUY
$49.2 - $61.12 $1,525 - $1,894
31 Added 4.57%
710 $39,000
Q2 2020

Jul 13, 2020

SELL
$37.26 - $61.65 $4,694 - $7,767
-126 Reduced 15.65%
679 $35,000
Q1 2020

Apr 07, 2020

BUY
$33.22 - $89.84 $9,966 - $26,952
300 Added 59.41%
805 $37,000
Q4 2019

Jan 07, 2020

BUY
$77.4 - $92.21 $39,087 - $46,566
505 New
505 $41,000
Q4 2019

Jan 06, 2020

SELL
$77.4 - $92.21 $39,087 - $46,566
-505 Closed
0 $0
Q2 2018

Aug 14, 2018

SELL
$50.01 - $62.69 $1,200 - $1,504
-24 Reduced 4.54%
505 $32,000
Q4 2017

Feb 14, 2018

BUY
$63.27 - $69.55 $33,469 - $36,791
529
529 $29,000

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 $66.1B
  • 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
Track This Portfolio

Track Sound Income Strategies, LLC Portfolio

Follow Sound Income Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.