Balboa Wealth Partners Welltower Inc. Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 2024
A detailed history of Balboa Wealth Partners transactions in Welltower Inc. stock. As of the latest transaction made, Balboa Wealth Partners holds 3,758 shares of WELL stock, worth $475,725. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,758
Previous 2,632
42.78%
Holding current value
$475,725
Previous $274,000
75.55%
% of portfolio
0.12%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding WELL
# of Institutions
1,153Shares Held
536MCall Options Held
1.11MPut Options Held
2.1M-
Vanguard Group Inc Valley Forge, PA95.7MShares$12.1 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY59MShares$7.47 Billion0.14% of portfolio
-
Cohen & Steers, Inc. New York, NY38MShares$4.81 Billion8.66% of portfolio
-
Capital International Investors Los Angeles, CA36.8MShares$4.66 Billion0.93% of portfolio
-
State Street Corp Boston, MA35.6MShares$4.51 Billion0.19% of portfolio
About WELLTOWER INC.
- Ticker WELL
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Healthcare Facilities
- Shares Outstandng 463,369,984
- Market Cap $58.7B
- 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...