Trek Financial, LLC Welltower Inc. Transaction History
Trek Financial, LLC
- $1.24 Billion
- Q3 2024
A detailed history of Trek Financial, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Trek Financial, LLC holds 27,918 shares of WELL stock, worth $3.75 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
27,918
Previous 32,724
14.69%
Holding current value
$3.75 Million
Previous $3.41 Million
4.75%
% of portfolio
0.29%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding WELL
# of Institutions
1,151Shares Held
548MCall Options Held
1.1MPut Options Held
2.08M-
Vanguard Group Inc Valley Forge, PA95.7MShares$12.9 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY59MShares$7.93 Billion0.14% of portfolio
-
Cohen & Steers, Inc. New York, NY38MShares$5.11 Billion8.66% of portfolio
-
Capital International Investors Los Angeles, CA36.8MShares$4.94 Billion0.93% of portfolio
-
State Street Corp Boston, MA35.6MShares$4.79 Billion0.19% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $62.3B
- 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...