A detailed history of Sagespring Wealth Partners, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 6,911 shares of WELL stock, worth $1.34 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,911
Previous 6,401 7.97%
Holding current value
$1.34 Million
Previous $1.14 Billion 12.49%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$165.94 - $193.82 $84,629 - $98,848
510 Added 7.97%
6,911 $1.28 Billion
Q3 2025

Oct 31, 2025

BUY
$150.71 - $178.14 $29,991 - $35,449
199 Added 3.21%
6,401 $1.14 Billion
Q2 2025

Jul 28, 2025

BUY
$136.49 - $155.22 $144,269 - $164,067
1,057 Added 20.54%
6,202 $953 Million
Q1 2025

Apr 17, 2025

BUY
$124.05 - $156.86 $103,829 - $131,291
837 Added 19.43%
5,145 $788 Million
Q4 2024

Feb 13, 2025

BUY
$123.11 - $139.3 $530,357 - $600,104
4,308 New
4,308 $543 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 $89.8B
  • 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 Sagespring Wealth Partners, LLC Portfolio

Follow Sagespring Wealth Partners, 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 Sagespring Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.