A detailed history of Western Wealth Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Western Wealth Management, LLC holds 2,242 shares of WELL stock, worth $289,980. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,242
Previous 2,026 10.66%
Holding current value
$289,980
Previous $211,000 35.55%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$104.0 - $129.74 $22,464 - $28,023
216 Added 10.66%
2,242 $286,000
Q2 2024

Jul 19, 2024

BUY
$88.31 - $105.01 $178,916 - $212,750
2,026 New
2,026 $211,000
Q2 2022

Jul 18, 2022

SELL
$77.45 - $97.82 $194,012 - $245,039
-2,505 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$79.67 - $98.31 $199,573 - $246,266
2,505 New
2,505 $241,000
Q1 2019

May 10, 2019

SELL
$67.29 - $78.72 $284,703 - $333,064
-4,231 Closed
0 $0
Q4 2018

Feb 15, 2019

BUY
$61.6 - $74.72 $260,629 - $316,140
4,231 New
4,231 $293,000

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 $59.9B
  • 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...
More about WELL
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