A detailed history of Summit Trail Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 2,764 shares of WELL stock, worth $351,580. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,764
Previous 2,611 5.86%
Holding current value
$351,580
Previous $243,000 18.52%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$88.31 - $105.01 $13,511 - $16,066
153 Added 5.86%
2,764 $288,000
Q1 2024

Apr 23, 2024

SELL
$86.51 - $94.25 $8,304 - $9,048
-96 Reduced 3.55%
2,611 $243,000
Q4 2023

Feb 06, 2024

SELL
$79.31 - $91.87 $3,172 - $3,674
-40 Reduced 1.46%
2,707 $244,000
Q3 2023

Oct 30, 2023

BUY
$78.6 - $85.47 $11,082 - $12,051
141 Added 5.41%
2,747 $225,000
Q2 2023

Jul 25, 2023

BUY
$70.38 - $81.95 $183,410 - $213,561
2,606 New
2,606 $210,000
Q3 2018

Nov 14, 2018

SELL
$61.7 - $67.46 $70,214 - $76,769
-1,138 Closed
0 $0
Q2 2018

Aug 10, 2018

SELL
$50.01 - $62.69 $6.69 Million - $8.39 Million
-133,782 Reduced 99.16%
1,138 $71,000
Q1 2018

May 21, 2018

BUY
$52.03 - $64.14 $6.77 Million - $8.34 Million
130,063 Added 2677.85%
134,920 $135,000
Q4 2017

Feb 14, 2018

BUY
$63.27 - $69.55 $307,302 - $337,804
4,857
4,857 $300,000

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 $58.9B
  • 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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