Sound View Wealth Advisors Group, LLC Welltower Inc. Transaction History
Sound View Wealth Advisors Group, LLC
- $1.2 Billion
- Q1 2025
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,644 shares of WELL stock, worth $549,879. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,644
Previous 3,571
2.04%
Holding current value
$549,879
Previous $450,000
24.0%
% of portfolio
0.05%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding WELL
# of Institutions
1,362Shares Held
583MCall Options Held
1.71MPut Options Held
1.25M-
Vanguard Group Inc Valley Forge, PA92.4MShares$13.9 Billion0.26% of portfolio
-
Black Rock Inc. New York, NY59MShares$8.9 Billion0.14% of portfolio
-
Capital International Investors Los Angeles, CA42.6MShares$6.43 Billion1.34% of portfolio
-
State Street Corp Boston, MA37.9MShares$5.72 Billion0.25% of portfolio
-
Cohen & Steers, Inc. New York, NY35.8MShares$5.41 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 $69.9B
- 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...