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 2,376 shares of WELL stock, worth $250,311. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,376
Previous 2,376 -0.0%
Holding current value
$250,311
Previous $214,000 3.74%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024

BUY
$79.31 - $91.87 $188,440 - $218,283
2,376 New
2,376 $214,000
Q4 2021

Jan 20, 2022

SELL
$79.36 - $87.07 $20,633 - $22,638
-260 Reduced 9.35%
2,522 $216,000
Q2 2021

Jul 21, 2021

SELL
$71.04 - $84.02 $3,552 - $4,201
-50 Reduced 1.77%
2,782 $231,000
Q1 2021

Apr 28, 2021

BUY
$59.79 - $74.55 $169,325 - $211,125
2,832 New
2,832 $203,000
Q1 2020

May 12, 2020

SELL
$33.22 - $89.84 $114,409 - $309,408
-3,444 Closed
0 $0
Q4 2019

Jan 27, 2020

SELL
$77.4 - $92.21 $43,808 - $52,190
-566 Reduced 14.11%
3,444 $282,000
Q3 2019

Nov 07, 2019

SELL
$81.74 - $92.46 $26,565 - $30,049
-325 Reduced 7.5%
4,010 $364,000
Q2 2019

Aug 07, 2019

BUY
$71.76 - $84.63 $311,079 - $366,871
4,335 New
4,335 $353,000

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 $48.8B
  • 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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