A detailed history of Steward Partners Investment Advisory, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 13,097 shares of WELL stock, worth $1.82 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,097
Previous 11,555 13.34%
Holding current value
$1.82 Million
Previous $1.2 Million 39.2%
% of portfolio
0.02%
Previous 0.01%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$104.0 - $129.74 $160,368 - $200,059
1,542 Added 13.34%
13,097 $1.68 Million
Q2 2024

Aug 08, 2024

BUY
$88.31 - $105.01 $86,013 - $102,279
974 Added 9.21%
11,555 $1.2 Million
Q1 2024

May 15, 2024

SELL
$86.51 - $94.25 $11,246 - $12,252
-130 Reduced 1.21%
10,581 $988,000
Q4 2023

Feb 12, 2024

SELL
$79.31 - $91.87 $30,375 - $35,186
-383 Reduced 3.45%
10,711 $965,000
Q3 2023

Nov 13, 2023

SELL
$78.6 - $85.47 $13,361 - $14,529
-170 Reduced 1.51%
11,094 $908,000
Q2 2023

Aug 14, 2023

SELL
$70.38 - $81.95 $354,926 - $413,273
-5,043 Reduced 30.93%
11,264 $911,000
Q1 2023

May 15, 2023

BUY
$65.76 - $78.05 $24,133 - $28,644
367 Added 2.3%
16,307 $1.17 Million
Q4 2022

Feb 15, 2023

BUY
$57.37 - $71.58 $11,760 - $14,673
205 Added 1.3%
15,940 $1.04 Million
Q3 2022

Nov 10, 2022

BUY
$63.33 - $86.34 $311,013 - $424,015
4,911 Added 45.37%
15,735 $1.01 Million
Q2 2022

Aug 04, 2022

SELL
$77.45 - $97.82 $12,392 - $15,651
-160 Reduced 1.46%
10,824 $891,000
Q1 2022

May 02, 2022

BUY
$79.67 - $98.31 $4,063 - $5,013
51 Added 0.47%
10,984 $1.06 Million
Q4 2021

Feb 08, 2022

SELL
$79.36 - $87.07 $17,697 - $19,416
-223 Reduced 2.0%
10,933 $938,000
Q3 2021

Nov 12, 2021

BUY
$82.4 - $89.68 $99,951 - $108,781
1,213 Added 12.2%
11,156 $919,000
Q2 2021

Aug 13, 2021

SELL
$71.04 - $84.02 $122,899 - $145,354
-1,730 Reduced 14.82%
9,943 $826,000
Q1 2021

May 14, 2021

BUY
$59.79 - $74.55 $169,145 - $210,901
2,829 Added 31.99%
11,673 $836,000
Q4 2020

Feb 11, 2021

SELL
$52.26 - $67.84 $56,649 - $73,538
-1,084 Reduced 10.92%
8,844 $571,000
Q3 2020

Oct 30, 2020

SELL
$49.2 - $61.12 $76,358 - $94,858
-1,552 Reduced 13.52%
9,928 $547,000
Q2 2020

Aug 06, 2020

SELL
$37.26 - $61.65 $178,326 - $295,056
-4,786 Reduced 29.42%
11,480 $594,000
Q1 2020

Apr 29, 2020

SELL
$33.22 - $89.84 $98,829 - $267,274
-2,975 Reduced 15.46%
16,266 $744,000
Q4 2019

Jan 17, 2020

BUY
$77.4 - $92.21 $55,573 - $66,206
718 Added 3.88%
19,241 $1.57 Million
Q3 2019

Oct 30, 2019

BUY
$81.74 - $92.46 $121,710 - $137,672
1,489 Added 8.74%
18,523 $1.68 Million
Q2 2019

Jul 25, 2019

BUY
$71.76 - $84.63 $5,669 - $6,685
79 Added 0.47%
17,034 $1.39 Million
Q1 2019

Apr 30, 2019

SELL
$67.29 - $78.72 $55,446 - $64,865
-824 Reduced 4.63%
16,955 $1.32 Million
Q4 2018

Jan 15, 2019

SELL
$61.6 - $74.72 $158,928 - $192,777
-2,580 Reduced 12.67%
17,779 $1.23 Million
Q3 2018

Oct 23, 2018

BUY
$61.7 - $67.46 $28,011 - $30,626
454 Added 2.28%
20,359 $1.31 Million
Q2 2018

Jul 20, 2018

BUY
$50.01 - $62.69 $320,013 - $401,153
6,399 Added 47.38%
19,905 $1.25 Million
Q1 2018

Apr 20, 2018

BUY
$52.03 - $64.14 $702,717 - $866,274
13,506 New
13,506 $735,000

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 $64.4B
  • 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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