Wespac Advisors So Cal, LLC Welltower Inc. Transaction History
Wespac Advisors So Cal, LLC
- $453 Million
- Q3 2025
A detailed history of Wespac Advisors So Cal, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 52,994 shares of WELL stock, worth $9.59 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
52,994
              Previous 53,909
              
        
           1.7%
        
      
          
        Holding current value
$9.59 Million
            Previous $8.29 Million
            
        
           13.91%
        
      
          
        % of portfolio
2.08%
            Previous 1.96%
          
        Shares
	  5 transactions
	
  Others Institutions Holding WELL
# of Institutions
1,464Shares Held
624MCall Options Held
1.16MPut Options Held
1.39M- 
    
      Vanguard Group Inc Valley Forge, PA85.8MShares$15.5 Billion0.22% of portfolio
- 
    
      Black Rock Inc. New York, NY59MShares$10.7 Billion0.14% of portfolio
- 
    
      Capital International Investors Los Angeles, CA44.7MShares$8.09 Billion1.23% of portfolio
- 
    
      State Street Corp Boston, MA39.6MShares$7.17 Billion0.23% of portfolio
- 
    
      Cohen & Steers, Inc. New York, NY35.2MShares$6.37 Billion9.91% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $83.9B
- 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...