Capital Advisors Wealth Management, LLC Welltower Inc. Transaction History
Capital Advisors Wealth Management, LLC
- $681 Million
- Q3 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Welltower Inc. stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 1,892 shares of WELL stock, worth $366,707. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,892
Previous 1,835
3.11%
Holding current value
$366,707
Previous $282,000
19.5%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding WELL
# of Institutions
1,498Shares Held
597MCall Options Held
1.31MPut Options Held
1.24M-
Vanguard Group Inc Valley Forge, PA89.8MShares$17.4 Billion0.25% of portfolio
-
Black Rock Inc. New York, NY59MShares$11.4 Billion0.14% of portfolio
-
Capital International Investors Los Angeles, CA46.5MShares$9.02 Billion1.4% of portfolio
-
State Street Corp Boston, MA41.3MShares$8 Billion0.26% of portfolio
-
Cohen & Steers, Inc. New York, NY33.6MShares$6.51 Billion10.79% of portfolio
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...