A detailed history of Stiles Financial Services Inc transactions in Welltower Inc. stock. As of the latest transaction made, Stiles Financial Services Inc holds 7,589 shares of WELL stock, worth $945,892. This represents 0.34% of its overall portfolio holdings.

Number of Shares
7,589
Previous 7,567 0.29%
Holding current value
$945,892
Previous $788,000 23.22%
% of portfolio
0.34%
Previous 0.31%

Shares

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

Oct 31, 2024

BUY
$104.0 - $129.74 $2,288 - $2,854
22 Added 0.29%
7,589 $971,000
Q2 2024

Aug 01, 2024

BUY
$88.31 - $105.01 $2,119 - $2,520
24 Added 0.32%
7,567 $788,000
Q1 2024

Apr 30, 2024

SELL
$86.51 - $94.25 $30,191 - $32,893
-349 Reduced 4.42%
7,543 $704,000
Q4 2023

Jan 26, 2024

SELL
$79.31 - $91.87 $1,110 - $1,286
-14 Reduced 0.18%
7,892 $711,000
Q3 2023

Nov 08, 2023

BUY
$78.6 - $85.47 $10,611 - $11,538
135 Added 1.74%
7,906 $647,000
Q2 2023

Jul 21, 2023

SELL
$70.38 - $81.95 $1,829 - $2,130
-26 Reduced 0.33%
7,771 $628,000
Q1 2023

May 11, 2023

BUY
$65.76 - $78.05 $2,235 - $2,653
34 Added 0.44%
7,797 $558,000
Q4 2022

Jan 27, 2023

SELL
$57.37 - $71.58 $2,237 - $2,791
-39 Reduced 0.5%
7,763 $0
Q3 2022

Nov 02, 2022

BUY
$63.33 - $86.34 $12,729 - $17,354
201 Added 2.64%
7,802 $502,000
Q2 2022

Jul 26, 2022

BUY
$77.45 - $97.82 $3,252 - $4,108
42 Added 0.56%
7,601 $626,000
Q1 2022

May 06, 2022

BUY
$79.67 - $98.31 $3,425 - $4,227
43 Added 0.57%
7,559 $727,000
Q4 2021

Feb 09, 2022

BUY
$79.36 - $87.07 $596,469 - $654,418
7,516 New
7,516 $645,000

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 $57.8B
  • 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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