A detailed history of River Street Advisors LLC transactions in Welltower Inc. stock. As of the latest transaction made, River Street Advisors LLC holds 3,021 shares of WELL stock, worth $377,715. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,021
Previous 3,044 0.76%
Holding current value
$377,715
Previous $317 Million 21.88%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Nov 06, 2024

SELL
$104.0 - $129.74 $2,392 - $2,984
-23 Reduced 0.76%
3,021 $387 Million
Q2 2024

Aug 13, 2024

BUY
$88.31 - $105.01 $23,225 - $27,617
263 Added 9.46%
3,044 $317 Million
Q1 2024

Apr 17, 2024

BUY
$86.51 - $94.25 $7,007 - $7,634
81 Added 3.0%
2,781 $260 Million
Q4 2023

Jan 29, 2024

BUY
$79.31 - $91.87 $14,117 - $16,352
178 Added 7.06%
2,700 $243 Million
Q3 2023

Oct 26, 2023

BUY
$78.6 - $85.47 $198,229 - $215,555
2,522 New
2,522 $207 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 $57.9B
  • 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
Track This Portfolio

Track River Street Advisors LLC Portfolio

Follow River Street Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of River Street Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on River Street Advisors LLC with notifications on news.