A detailed history of Appleton Partners Inc transactions in Welltower Inc. stock. As of the latest transaction made, Appleton Partners Inc holds 26,004 shares of WELL stock, worth $3.51 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
26,004
Previous 26,204 0.76%
Holding current value
$3.51 Million
Previous $2.73 Million 21.85%
% of portfolio
0.24%
Previous 0.21%

Shares

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

Oct 01, 2024

SELL
$104.0 - $129.74 $20,800 - $25,948
-200 Reduced 0.76%
26,004 $3.33 Million
Q2 2024

Jul 02, 2024

SELL
$88.31 - $105.01 $10,155 - $12,076
-115 Reduced 0.44%
26,204 $2.73 Million
Q1 2024

Apr 01, 2024

BUY
$86.51 - $94.25 $118,086 - $128,651
1,365 Added 5.47%
26,319 $2.46 Million
Q4 2023

Jan 02, 2024

BUY
$79.31 - $91.87 $57,103 - $66,146
720 Added 2.97%
24,954 $2.25 Million
Q3 2023

Oct 03, 2023

BUY
$78.6 - $85.47 $189,819 - $206,410
2,415 Added 11.07%
24,234 $1.99 Million
Q2 2023

Jul 10, 2023

BUY
$70.38 - $81.95 $891,784 - $1.04 Million
12,671 Added 138.51%
21,819 $1.77 Million
Q1 2023

Apr 10, 2023

BUY
$65.76 - $78.05 $62,800 - $74,537
955 Added 11.66%
9,148 $656,000
Q4 2022

Jan 19, 2023

BUY
$57.37 - $71.58 $470,032 - $586,454
8,193 New
8,193 $537,000

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 $62.5B
  • 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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