A detailed history of Valley National Advisers Inc transactions in Welltower Inc. stock. As of the latest transaction made, Valley National Advisers Inc holds 505 shares of WELL stock, worth $65,261. This represents 0.01% of its overall portfolio holdings.

Number of Shares
505
Previous 830 39.16%
Holding current value
$65,261
Previous $86,000 25.58%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024

SELL
$104.0 - $129.74 $33,800 - $42,165
-325 Reduced 39.16%
505 $64,000
Q2 2024

Jul 18, 2024

SELL
$88.31 - $105.01 $883 - $1,050
-10 Reduced 1.19%
830 $86,000
Q1 2024

Apr 19, 2024

SELL
$86.51 - $94.25 $7,353 - $8,011
-85 Reduced 9.19%
840 $78,000
Q4 2023

Jan 25, 2024

BUY
$79.31 - $91.87 $14,275 - $16,536
180 Added 24.16%
925 $83,000
Q3 2023

Nov 13, 2023

BUY
$78.6 - $85.47 $17,292 - $18,803
220 Added 41.9%
745 $61,000
Q2 2023

Jul 31, 2023

BUY
$70.38 - $81.95 $1,759 - $2,048
25 Added 5.0%
525 $43,000
Q4 2020

Feb 11, 2021

BUY
$52.26 - $67.84 $7,839 - $10,176
150 Added 42.86%
500 $32,000
Q3 2020

Nov 13, 2020

BUY
$49.2 - $61.12 $7,380 - $9,168
150 Added 75.0%
350 $19,000
Q3 2018

Nov 08, 2018

SELL
$61.7 - $67.46 $705,848 - $771,742
-11,440 Reduced 98.28%
200 $13,000
Q2 2018

Aug 14, 2018

SELL
$50.01 - $62.69 $31,256 - $39,181
-625 Reduced 5.1%
11,640 $730,000
Q1 2018

Apr 19, 2018

SELL
$52.03 - $64.14 $9,365 - $11,545
-180 Reduced 1.45%
12,265 $668,000
Q4 2017

Feb 13, 2018

SELL
$63.27 - $69.55 $44,478 - $48,893
-703 Reduced 5.35%
12,445 $794,000
Q3 2017

Nov 14, 2017

BUY
$69.91 - $75.36 $919,176 - $990,833
13,148
13,148 $924,000

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 $59.9B
  • 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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