A detailed history of Warren Averett Asset Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 11,643 shares of WELL stock, worth $1.58 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,643
Previous 11,956 2.62%
Holding current value
$1.58 Million
Previous $1.25 Million 19.58%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$104.0 - $129.74 $32,552 - $40,608
-313 Reduced 2.62%
11,643 $1.49 Million
Q2 2024

Aug 14, 2024

BUY
$88.31 - $105.01 $22,077 - $26,252
250 Added 2.14%
11,956 $1.25 Million
Q1 2024

May 15, 2024

BUY
$86.51 - $94.25 $100,438 - $109,424
1,161 Added 11.01%
11,706 $1.09 Million
Q4 2023

Feb 14, 2024

SELL
$79.31 - $91.87 $5,234 - $6,063
-66 Reduced 0.62%
10,545 $950,000
Q3 2023

Nov 14, 2023

BUY
$78.6 - $85.47 $5,187 - $5,641
66 Added 0.63%
10,611 $869,000
Q2 2023

Aug 14, 2023

BUY
$70.38 - $81.95 $130,977 - $152,508
1,861 Added 21.43%
10,545 $852,000
Q1 2023

May 15, 2023

SELL
$65.76 - $78.05 $11,179 - $13,268
-170 Reduced 1.92%
8,684 $622,000
Q4 2022

Feb 14, 2023

SELL
$57.37 - $71.58 $6,253 - $7,802
-109 Reduced 1.22%
8,854 $580,000
Q2 2022

Aug 15, 2022

SELL
$77.45 - $97.82 $1,858 - $2,347
-24 Reduced 0.27%
8,963 $738,000
Q4 2021

Feb 15, 2022

BUY
$79.36 - $87.07 $1,904 - $2,089
24 Added 0.27%
8,987 $720,000
Q2 2021

Aug 17, 2021

BUY
$71.04 - $84.02 $636,731 - $753,071
8,963 New
8,963 $763,000
Q1 2018

May 04, 2018

SELL
$52.03 - $64.14 $191,106 - $235,586
-3,673 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$63.27 - $69.55 $15,121 - $16,622
239 Added 6.96%
3,673 $234,000
Q3 2017

Oct 30, 2017

BUY
$69.91 - $75.36 $240,070 - $258,786
3,434
3,434 $241,000

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 $63B
  • 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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