A detailed history of Vert Asset Management LLC transactions in Welltower Inc. stock. As of the latest transaction made, Vert Asset Management LLC holds 183,053 shares of WELL stock, worth $19.4 Million. This represents 7.19% of its overall portfolio holdings.

Number of Shares
183,053
Previous 186,605 1.9%
Holding current value
$19.4 Million
Previous $16.8 Million 1.65%
% of portfolio
7.19%
Previous 7.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$86.51 - $94.25 $307,283 - $334,776
-3,552 Reduced 1.9%
183,053 $17.1 Million
Q4 2023

Jan 17, 2024

BUY
$79.31 - $91.87 $104,371 - $120,900
1,316 Added 0.71%
186,605 $16.8 Million
Q3 2023

Oct 24, 2023

BUY
$78.6 - $85.47 $709,286 - $771,281
9,024 Added 5.12%
185,289 $15.2 Million
Q2 2023

Jul 18, 2023

BUY
$70.38 - $81.95 $386,667 - $450,233
5,494 Added 3.22%
176,265 $14.3 Million
Q1 2023

May 12, 2023

BUY
$65.76 - $78.05 $4.3 Million - $5.1 Million
65,344 Added 61.98%
170,771 $12.2 Million
Q4 2022

Feb 13, 2023

BUY
$57.37 - $71.58 $273,368 - $341,078
4,765 Added 4.73%
105,427 $6.91 Million
Q3 2022

Nov 14, 2022

BUY
$63.33 - $86.34 $774,082 - $1.06 Million
12,223 Added 13.82%
100,662 $6.48 Million
Q2 2022

Aug 15, 2022

BUY
$77.45 - $97.82 $552,141 - $697,358
7,129 Added 8.77%
88,439 $7.28 Million
Q1 2022

May 16, 2022

BUY
$79.67 - $98.31 $741,648 - $915,167
9,309 Added 12.93%
81,310 $7.82 Million
Q4 2021

Feb 11, 2022

BUY
$79.36 - $87.07 $5.71 Million - $6.27 Million
72,001 New
72,001 $6.18 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 $49.1B
  • 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
Track This Portfolio

Track Vert Asset Management LLC Portfolio

Follow Vert Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vert Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vert Asset Management LLC with notifications on news.