A detailed history of Sugarloaf Wealth Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 57 shares of WELL stock, worth $6,040. This represents 0.0% of its overall portfolio holdings.

Number of Shares
57
Holding current value
$6,040
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$86.51 - $94.25 $4,931 - $5,372
57 New
57 $5,000
Q3 2022

Oct 11, 2022

BUY
$63.33 - $86.34 $41,164 - $56,121
650 New
650 $42,000
Q1 2020

Apr 15, 2020

SELL
$33.22 - $89.84 $2,059 - $5,570
-62 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$77.4 - $92.21 $4,798 - $5,717
62 New
62 $5,000

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 $49.1B
  • 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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