Values First Advisors, Inc. Welltower Inc. Transaction History
Values First Advisors, Inc.
- $177 Million
- Q2 2025
A detailed history of Values First Advisors, Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Values First Advisors, Inc. holds 6,167 shares of WELL stock, worth $1.04 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
6,167
Previous 6,258
1.45%
Holding current value
$1.04 Million
Previous $958,000
1.04%
% of portfolio
0.54%
Previous 0.58%
Shares
23 transactions
Others Institutions Holding WELL
# of Institutions
1,383Shares Held
584MCall Options Held
1.67MPut Options Held
1.24M-
Vanguard Group Inc Valley Forge, PA92.4MShares$15.5 Billion0.26% of portfolio
-
Black Rock Inc. New York, NY59MShares$9.91 Billion0.14% of portfolio
-
Capital International Investors Los Angeles, CA42.6MShares$7.16 Billion1.34% of portfolio
-
State Street Corp Boston, MA37.9MShares$6.36 Billion0.25% of portfolio
-
Cohen & Steers, Inc. New York, NY35.8MShares$6.02 Billion10.14% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $77.9B
- 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...