Wealth Plan Partners, LLC Welltower Inc. Transaction History

Wealth Plan Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 19, 2019	SELL	$71.76 - $84.63 $519,901 - $613,144	-7,245 Closed	0 $0
Q1 2019 May 16, 2019	BUY	$67.29 - $78.72 $55,985 - $65,495	832 Added 12.97%	7,245 $570,000
Q4 2018 Feb 20, 2019	BUY	$61.6 - $74.72 $5,236 - $6,351	85 Added 1.34%	6,413 $498,000
Q3 2018 Nov 21, 2018	BUY	$61.7 - $67.46 $65,587 - $71,709	1,063 Added 20.19%	6,328 $445,000
Q2 2018 Aug 16, 2018	SELL	$50.01 - $62.69 $11,252 - $14,105	-225 Reduced 4.1%	5,265 $330,000

Q1 2018 May 16, 2018	BUY	$52.03 - $64.14 $285,644 - $352,128	5,490 New	5,490 $298,000

1,024

517M

1.3M

717K

Ticker WELL
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 463,369,984
Market Cap $49.3B
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...

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Wealth Plan Partners, LLC with notifications on news.