A detailed history of Summit Global Investments transactions in Welltower Inc. stock. As of the latest transaction made, Summit Global Investments holds 2,359 shares of WELL stock, worth $325,329. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,359
Previous 2,824 16.47%
Holding current value
$325,329
Previous $294,000 2.72%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 31, 2024

SELL
$104.0 - $129.74 $48,360 - $60,329
-465 Reduced 16.47%
2,359 $302,000
Q2 2024

Jul 22, 2024

SELL
$88.31 - $105.01 $3,885 - $4,620
-44 Reduced 1.53%
2,824 $294,000
Q1 2024

Apr 29, 2024

SELL
$86.51 - $94.25 $103,638 - $112,911
-1,198 Reduced 29.46%
2,868 $268,000
Q4 2023

Feb 06, 2024

SELL
$79.31 - $91.87 $120,789 - $139,918
-1,523 Reduced 27.25%
4,066 $367,000
Q3 2023

Oct 13, 2023

SELL
$78.6 - $85.47 $1,179 - $1,282
-15 Reduced 0.27%
5,589 $458,000
Q2 2023

Jul 18, 2023

SELL
$70.38 - $81.95 $362,808 - $422,452
-5,155 Reduced 47.91%
5,604 $453,000
Q1 2023

May 04, 2023

BUY
$65.76 - $78.05 $328 - $390
5 Added 0.05%
10,759 $771,000
Q4 2022

Jan 31, 2023

BUY
$57.37 - $71.58 $616,956 - $769,771
10,754 New
10,754 $705,000

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 $63.9B
  • 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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