A detailed history of Spartan Planning & Wealth Management transactions in Welltower Inc. stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 692 shares of WELL stock, worth $96,395. This represents 0.07% of its overall portfolio holdings.

Number of Shares
692
Previous 2,369 70.79%
Holding current value
$96,395
Previous $194,000 68.04%
% of portfolio
0.07%
Previous 0.23%

Shares

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

Mar 12, 2024

SELL
$79.31 - $91.87 $133,002 - $154,065
-1,677 Reduced 70.79%
692 $62,000
Q3 2023

Nov 17, 2023

BUY
$78.6 - $85.47 $186,203 - $202,478
2,369 New
2,369 $194,000

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 $64.5B
  • 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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