A detailed history of Systm Wealth Solutions LLC transactions in Welltower Inc. stock. As of the latest transaction made, Systm Wealth Solutions LLC holds 1,451 shares of WELL stock, worth $185,728. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,451
Previous 1,946 25.44%
Holding current value
$185,728
Previous $182 Million 16.81%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Aug 12, 2024

SELL
$88.31 - $105.01 $43,713 - $51,979
-495 Reduced 25.44%
1,451 $151 Million
Q1 2024

Apr 26, 2024

SELL
$86.51 - $94.25 $14,101 - $15,362
-163 Reduced 7.73%
1,946 $182 Million
Q4 2023

Feb 14, 2024

SELL
$79.31 - $91.87 $27,758 - $32,154
-350 Reduced 14.23%
2,109 $190 Million
Q3 2023

Nov 14, 2023

BUY
$78.6 - $85.47 $193,277 - $210,170
2,459 New
2,459 $201 Million

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 $59.3B
  • 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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