A detailed history of Wealthspire Advisors, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 3,368 shares of WELL stock, worth $469,162. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,368
Previous 2,186 54.07%
Holding current value
$469,162
Previous $227,000 89.87%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$104.0 - $129.74 $122,928 - $153,352
1,182 Added 54.07%
3,368 $431,000
Q2 2024

Aug 08, 2024

BUY
$88.31 - $105.01 $193,045 - $229,551
2,186 New
2,186 $227,000
Q4 2023

Feb 06, 2024

BUY
$79.31 - $91.87 $187,171 - $216,813
2,360 New
2,360 $212,000
Q1 2022

May 09, 2022

SELL
$79.67 - $98.31 $235,982 - $291,194
-2,962 Closed
0 $0
Q4 2021

Feb 14, 2022

SELL
$79.36 - $87.07 $183,718 - $201,567
-2,315 Reduced 43.87%
2,962 $254,000
Q3 2021

Nov 15, 2021

BUY
$82.4 - $89.68 $434,824 - $473,241
5,277 New
5,277 $435,000
Q2 2021

Aug 13, 2021

SELL
$71.04 - $84.02 $480,159 - $567,891
-6,759 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$59.79 - $74.55 $57,816 - $72,089
967 Added 16.7%
6,759 $484,000
Q4 2020

Feb 16, 2021

BUY
$52.26 - $67.84 $302,689 - $392,929
5,792 New
5,792 $374,000
Q2 2020

Aug 14, 2020

SELL
$37.26 - $61.65 $243,754 - $403,314
-6,542 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$33.22 - $89.84 $217,325 - $587,733
6,542 New
6,542 $299,000
Q1 2019

May 08, 2019

SELL
$67.29 - $78.72 $17,899 - $20,939
-266 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$61.6 - $74.72 $16,385 - $19,875
266 New
266 $18,000

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 $64.5B
  • 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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