A detailed history of Xml Financial, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Xml Financial, LLC holds 1,790 shares of WELL stock, worth $231,518. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,790
Previous 1,789 0.06%
Holding current value
$231,518
Previous $228,000 1.32%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$123.11 - $139.3 $123 - $139
1 Added 0.06%
1,790 $225,000
Q3 2024

Nov 01, 2024

BUY
$104.0 - $129.74 $186,056 - $232,104
1,789 New
1,789 $228,000
Q2 2022

Aug 01, 2022

SELL
$77.45 - $97.82 $1.82 Million - $2.3 Million
-23,508 Closed
0 $0
Q1 2022

May 02, 2022

SELL
$79.67 - $98.31 $31,788 - $39,225
-399 Reduced 1.67%
23,508 $2.26 Million
Q4 2021

Feb 01, 2022

SELL
$79.36 - $87.07 $2,698 - $2,960
-34 Reduced 0.14%
23,907 $2.05 Million
Q3 2021

Nov 01, 2021

BUY
$82.4 - $89.68 $1.97 Million - $2.15 Million
23,941 New
23,941 $1.97 Million

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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