A detailed history of Windle Wealth, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Windle Wealth, LLC holds 68,859 shares of WELL stock, worth $9.2 Million. This represents 4.38% of its overall portfolio holdings.

Number of Shares
68,859
Previous 71,676 3.93%
Holding current value
$9.2 Million
Previous $6.7 Billion 7.18%
% of portfolio
4.38%
Previous 4.27%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$88.31 - $105.01 $248,769 - $295,813
-2,817 Reduced 3.93%
68,859 $7.18 Billion
Q1 2024

Apr 29, 2024

BUY
$86.51 - $94.25 $83,741 - $91,234
968 Added 1.37%
71,676 $6.7 Billion
Q4 2023

Feb 08, 2024

SELL
$79.31 - $91.87 $379,181 - $439,230
-4,781 Reduced 6.33%
70,708 $6.38 Billion
Q3 2023

Nov 08, 2023

SELL
$78.6 - $85.47 $38,199 - $41,538
-486 Reduced 0.64%
75,489 $6.18 Billion
Q2 2023

Aug 09, 2023

BUY
$70.38 - $81.95 $17,735 - $20,651
252 Added 0.33%
75,975 $6.15 Billion
Q1 2023

May 09, 2023

BUY
$65.76 - $78.05 $193,005 - $229,076
2,935 Added 4.03%
75,723 $5.43 Billion
Q4 2022

Feb 07, 2023

BUY
$57.37 - $71.58 $4.18 Million - $5.21 Million
72,788 New
72,788 $4.77 Billion

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 $61.9B
  • 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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