A detailed history of Van Hulzen Asset Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 3,844 shares of WELL stock, worth $531,163. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,844
Previous 3,940 2.44%
Holding current value
$531,163
Previous $411,000 19.71%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 12, 2024

SELL
$104.0 - $129.74 $9,984 - $12,455
-96 Reduced 2.44%
3,844 $492,000
Q2 2024

Aug 07, 2024

BUY
$88.31 - $105.01 $347,941 - $413,739
3,940 New
3,940 $411,000
Q1 2023

Apr 28, 2023

BUY
$65.76 - $78.05 $190,704 - $226,345
2,900 New
2,900 $208,000
Q4 2021

Feb 04, 2022

BUY
$79.36 - $87.07 $15,872 - $17,414
200 Added 6.9%
3,100 $266,000
Q2 2021

Aug 06, 2021

BUY
$71.04 - $84.02 $206,016 - $243,658
2,900 New
2,900 $241,000
Q4 2018

Feb 12, 2019

SELL
$61.6 - $74.72 $4.65 Million - $5.64 Million
-75,531 Closed
0 $0
Q3 2018

Nov 14, 2018

SELL
$61.7 - $67.46 $95,449 - $104,360
-1,547 Reduced 2.01%
75,531 $4.86 Million
Q2 2018

Aug 07, 2018

BUY
$50.01 - $62.69 $101,520 - $127,260
2,030 Added 2.7%
77,078 $4.83 Million
Q1 2018

May 08, 2018

BUY
$52.03 - $64.14 $349,693 - $431,084
6,721 Added 9.84%
75,048 $4.09 Million
Q4 2017

Feb 12, 2018

BUY
$63.27 - $69.55 $146,216 - $160,730
2,311 Added 3.5%
68,327 $4.36 Million
Q3 2017

Nov 09, 2017

BUY
$69.91 - $75.36 $18,945 - $20,422
271 Added 0.41%
66,016 $4.64 Million
Q2 2017

Aug 14, 2017

BUY
N/A
65,745
65,745 $4.92 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 $64B
  • 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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