A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 61,087 shares of WELL stock, worth $8.34 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
61,087
Holding current value
$8.34 Million
% of portfolio
0.25%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

BUY
$123.11 - $139.3 $7.52 Million - $8.51 Million
61,087 New
61,087 $7.7 Million
Q1 2023

May 11, 2023

SELL
$65.76 - $78.05 $399,294 - $473,919
-6,072 Reduced 49.17%
6,278 $450,000
Q4 2022

Feb 03, 2023

SELL
$57.37 - $71.58 $326,836 - $407,791
-5,697 Reduced 31.57%
12,350 $809,000
Q2 2022

Aug 12, 2022

BUY
$77.45 - $97.82 $4,104 - $5,184
53 Added 0.29%
18,047 $1.49 Million
Q1 2022

May 12, 2022

BUY
$79.67 - $98.31 $14,738 - $18,187
185 Added 1.04%
17,994 $1.73 Million
Q4 2021

Jan 21, 2022

SELL
$79.36 - $87.07 $1.15 Million - $1.27 Million
-14,549 Reduced 44.96%
17,809 $1.53 Million
Q3 2021

Nov 01, 2021

BUY
$82.4 - $89.68 $2.67 Million - $2.9 Million
32,358 New
32,358 $2.39 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 $63.2B
  • 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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