A detailed history of Bank Julius Baer & Co. Ltd, Zurich transactions in Welltower Inc. stock. As of the latest transaction made, Bank Julius Baer & Co. Ltd, Zurich holds 2,033 shares of WELL stock, worth $256,950. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,033
Previous 2,800 27.39%
Holding current value
$256,950
Previous $291,000 10.65%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$104.0 - $129.74 $79,768 - $99,510
-767 Reduced 27.39%
2,033 $260,000
Q2 2024

Aug 14, 2024

SELL
$88.31 - $105.01 $97,141 - $115,511
-1,100 Reduced 28.21%
2,800 $291,000
Q1 2024

May 14, 2024

BUY
$86.51 - $94.25 $242,228 - $263,900
2,800 Added 254.55%
3,900 $364,000
Q4 2023

May 16, 2024

SELL
$79.31 - $91.87 $285,357 - $330,548
-3,598 Reduced 76.59%
1,100 $99,000
Q4 2023

May 16, 2024

BUY
$79.31 - $91.87 $63,289 - $73,312
798 Added 20.46%
4,698 $423,000
Q4 2023

Feb 02, 2024

SELL
$79.31 - $91.87 $1,110 - $1,286
-14 Reduced 1.26%
1,100 $99,000
Q3 2023

Nov 13, 2023

SELL
$78.6 - $85.47 $400,152 - $435,127
-5,091 Reduced 82.05%
1,114 $91,000
Q2 2023

Jul 24, 2023

BUY
$70.38 - $81.95 $436,707 - $508,499
6,205 New
6,205 $502,000
Q1 2023

May 11, 2023

BUY
$65.76 - $78.05 $160,980 - $191,066
2,448 Added 109.63%
4,681 $336,000
Q4 2022

Jan 24, 2023

SELL
$57.37 - $71.58 $88,407 - $110,304
-1,541 Reduced 40.83%
2,233 $146,000
Q3 2022

Nov 04, 2022

SELL
$63.33 - $86.34 $73,779 - $100,586
-1,165 Reduced 23.59%
3,774 $243,000
Q2 2022

Jul 22, 2022

BUY
$77.45 - $97.82 $297,330 - $375,530
3,839 Added 349.0%
4,939 $407,000
Q1 2022

May 09, 2022

SELL
$79.67 - $98.31 $101,499 - $125,246
-1,274 Reduced 53.66%
1,100 $106,000
Q1 2020

May 13, 2020

BUY
$33.22 - $89.84 $78,864 - $213,280
2,374 New
2,374 $109,000

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 $58.6B
  • 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 Bank Julius Baer & Co. Ltd, Zurich Portfolio

Follow Bank Julius Baer & Co. Ltd, Zurich 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 Bank Julius Baer & Co. Ltd, Zurich, based on Form 13F filings with the SEC.

News

Stay updated on Bank Julius Baer & Co. Ltd, Zurich with notifications on news.