A detailed history of Tfc Financial Management transactions in Welltower Inc. stock. As of the latest transaction made, Tfc Financial Management holds 30 shares of WELL stock, worth $4,110. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30
Previous 32 6.25%
Holding current value
$4,110
Previous $3,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024

SELL
$104.0 - $129.74 $208 - $259
-2 Reduced 6.25%
30 $3,000
Q2 2024

Jul 23, 2024

BUY
$88.31 - $105.01 $529 - $630
6 Added 23.08%
32 $3,000
Q1 2024

Apr 30, 2024

BUY
$86.51 - $94.25 $346 - $377
4 Added 18.18%
26 $2,000
Q2 2023

Aug 07, 2023

BUY
$70.38 - $81.95 $281 - $327
4 Added 22.22%
22 $1,000
Q1 2023

May 08, 2023

BUY
$65.76 - $78.05 $591 - $702
9 Added 100.0%
18 $1,000
Q4 2022

Feb 13, 2023

SELL
$57.37 - $71.58 $516 - $644
-9 Reduced 50.0%
9 $0
Q3 2022

Oct 21, 2022

BUY
$63.33 - $86.34 $569 - $777
9 Added 100.0%
18 $1,000
Q3 2020

Nov 12, 2020

BUY
$49.2 - $61.12 $442 - $550
9 New
9 $0

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 $63.5B
  • 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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